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Value Spotlight Hello subscribers, Here is what you missed at Value Spotlight this week: 💰Company DCFs Did you know that Andrew puts together DCFs for his monthly stock reports? Check out recent ones on Mondelez, Pultegroup, and Texas Roadhouse: https://valuespotlight.com/spaces/17196481/content 🎥Upcoming Live Events: Portfolio Therapy More Portfolio Therapy With Dave at 3pm EST on Thursday, September 4th:...
Value Spotlight Issue #131, August 25: This month’s issue puts the spotlight on a wonderful company in the attractive homebuilding industry which continues to be underappreciated amidst uncertainty. Download the PDF here: ISSUE #131, AUG 25.pdf Real Money Portfolio Performance About: The 40 Year Portfolio The 40 Year Portfolio is a Real Money Portfolio that tracks the stock picks in this eLetter. Each month, $150 is deposited into my personal Roth IRA account. Then I buy the monthly stock...
Value Spotlight Brett SchaferJul 26, 2025 Earnings season is now in full swing, and we have quite a few companies reporting from the Value Spotlight portfolio this week. On this round-up, we are going to cover Pulte Group, ASML, and Danaher Corporation. Danaher's Q2 Earnings Danaher operates as a "picks and shovels" player for the Biotechnology, Life Sciences, and Diagnostics markets. Since the bust in biopharma spending coming out of the COVID-19 pandemic, Danaher's stock has struggled. It...
Value Spotlight Brett SchaferJul 19, 2025 Welcome back to earnings season! Let's kick things off with a round-up of some of the early reporters for the Value Spotlight portfolio: American Express, Taiwan Semiconductor Manufacturing, and Progressive Corporation. American Express Q2 Earnings Another stellar result from one of the best run financial companies in the world, and a favorite of the Value Spotlight community (including me, a once shareholder and loyal customer). In Q2, American...
Value Spotlight Issue #130, July 25: This month’s issue puts the spotlight on a business that is taking market share in a traditionally low growth industry, driving above-average organic revenue growth. Download the PDF here: ISSUE #130, JUL 25.pdf Real Money Portfolio Performance About: The 40 Year Portfolio The 40 Year Portfolio is a Real Money Portfolio that tracks the stock picks in this eLetter. Each month, $150 is deposited into my personal Roth IRA account. Then I buy the monthly stock...
Value Spotlight Issue #129, June 25: This month’s issue puts the spotlight on a stock that continues to post impressive growth numbers despite challenges throughout the industry. Download the PDF here: ISSUE #129, JUN 25.pdf Real Money Portfolio Performance About: The 40 Year Portfolio The 40 Year Portfolio is a Real Money Portfolio that tracks the stock picks in this eLetter. Each month, $150 is deposited into my personal Roth IRA account. Then I buy the monthly stock pick 24 hours after the...
Value Spotlight Brett SchaferMay 17, 2025 This will be the final earnings round-up before a clean up round in June with Dicks Sporting Goods, Costco, and a few other ultra-late reporters. This week, we are taking a look at Builders FirstSource, Texas Roadhouse, and Mckesson Corporation earnings. Builders FirstSource Q1 2025 Earnings Builders FirstSource reported its Q1 earnings on May 1st. The supplier and manufacturing of building materials is feeling a bit of pain as the...
Value Spotlight Brett SchaferMay 10, 2025 Welcome in to another edition of the quarterly earnings round-up. We have four stocks from the Value Spotlight portfolio to update this week. Markel's Q1 2025 Earnings Markel is a diversified conglomerate with operating subsidiaries, insurance, and a stock portfolio. It is a company inspired by Berkshire Hathaway and is known as a "baby Berkshire" company. Here is a summary of the results: Insurance combined ratio of 95.8% Insurance operating income...
Value Spotlight Brett SchaferMay 4, 2025 Let's dive into the second round of Q1 earnings from the Value Spotlight portfolio. Comment with your thoughts on any of these companies. More to come next weekend! Texas Instruments Q1 2025 Results Analog semiconductor manufacturer Texas Instruments is finally seeing the cycle turnaround for its end-markets. Q1 results summary: Revenue up 11% year-over-year and 2% sequentially $6.2 billion in trailing twelve month cash flow from operations $4.7...
Value Spotlight Issue #128, May 25: This month’s issue puts the spotlight on a Software-as-a-Service leader whose stock is being unfairly punished due to an overreacting fear of AI disruption. Download the PDF here: ISSUE #128, MAY 25.pdf Real Money Portfolio Performance About: The 40 Year Portfolio The 40 Year Portfolio is a Real Money Portfolio that tracks the stock picks in this eLetter. Each month, $150 is deposited into my personal Roth IRA account. Then I buy the monthly stock pick 24...