310 Value’s Newsletter

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Unpacking DigitalBridge's Fourth Quarter
If you want complicated, you’ve got it.
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eDreams: A Multi-Bagger Hiding in Plain Sight
Introduction: eDreams, a frequent subject of my Substack articles, has executed a transformation from its original transaction-focused business model to…
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Brookfield Corp.’s SOTP Valuation
Getting Read for Their Upcoming Analyst Day
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Big Win for The Good Guys - "Board Refreshment" at Texas Pacific Land Corp.
Big news, that was a long time coming, from Texas Pacific Land Corp. (TPL). After the August 1st close, TPL announced a “Board Refreshment…
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Hermes International S.A.
A look at controlled scarcity, vertical integration, and sales to China.
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First Watch Restaurant Group: An Early-Stage Compounder
Peter Lynch’s adage “buy what you know” compelled me to research and ultimately buy shares of First Watch. I first learned about it while at an old job…
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Chemed – My Nomination for Inclusion In The Next Edition of The Outsiders
Chemed (CHE) is a holding company which is currently the home to two businesses, Roto-Rooter (plumbing services) and Vitas (hospice care). Its capital…
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High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons
Short article on an interesting situation. Orion Engineered Carbons (“Orion”) is valued as a commodity business, yet half of its earnings come from a…
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310 Value
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310 Value’s Newsletter
310 Value's thoughts on stocks and other random musings.
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