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The Valuation Desk

@ValuationDesk

Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value. Not financial advice.

substack.com/@thevaluationdesk1?r=bbf11&utm_medium=ios
Joined March 2019
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Propel Holdings (TSX: $PRL.TO ) - Q2 Earnings Review "When we published the Q4 review in early March and pounded the table with the stock below C$18, the market saw a lender in trouble. Today the stock closed at C$28.72, up more than 60% in five months. The business did not change in those five months. The market's understanding of it did." Read 👇(no paywall) thevaluationdesk1.substack.c…
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Killer quarter by Propel $PRL.TO . Full detailed review to follow tomorrow. ca.finance.yahoo.com/news/pr…
Propel Reports Third Quarter Results and Announces Dividend Increase

Propel Reports Third Quarter Results and Announces Dividend Increase

Propel Holdings Inc. ("Propel" or the "Company") (TSX: PRL), the fintech facilitating access to credit for underserved consumers, today reported financial results for the three months ended September...

ca.finance.yahoo.com
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$SN +78%
The Valuation Desk (@ValuationDesk) profile pictureThe Valuation Desk@ValuationDeskJan 22
Part 2 of our SharkNinja $SN Deep Dive is finally out. Read it here 👇 open.substack.com/pub/theval…
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$DECK Moving. Make sure to checkout our free deep dive.
The Valuation Desk (@ValuationDesk) profile pictureThe Valuation Desk@ValuationDeskOct 9
HOKA + UGG. No debt. 11x earnings. We think $DECK can compound EPS ~15% a year from here. Full deep dive link in the comments. (no paywall)
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The Valuation Desk retweeted
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The Valuation Desk@ValuationDeskOct 9
The Value Line page that got us to look into $DECK in the first place.
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Make sure to check out our new thesis in $DECK . Link in comments.
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thevaluationdesk1.substack.c…
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The Value Line page that got us to look into $DECK in the first place.
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HOKA + UGG. No debt. 11x earnings. We think $DECK can compound EPS ~15% a year from here. Full deep dive link in the comments. (no paywall)
Image from The Valuation Desk (@ValuationDesk)
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thevaluationdesk1.substack.c…
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Our review of Monument Mining’s Q4 and FY2026 is live. $MMY.V $MMY.NE Link: thevaluationdesk1.substack.c…
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Washington now spends more on interest than on defense. Net interest hit $970B last fiscal year — 18.5% of every revenue dollar, a new postwar record. CBO's path has it at 26% by 2036.
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Roughly three-quarters of the coming deficit widening isn't even spending related. It's interest compounding on past borrowing. The rate on the debt now sits above nominal growth, so the ratio climbs on its own.
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The arithmetic is pretty clear. What does it mean for the world?
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Gold near $4,250 with the 10-year at 5.2% — its highest since 2007. That shouldn't happen: gold pays nothing, so every ounce costs 5% a year in foregone yield. Someone's buying gold out of fear while bonds price hot growth. One of them is mispriced — which one?
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Two weeks since Meta ($META) launched Muse. $SCHW and $LPLA down 6%+ in a day, $EXPE and $BKNG sliding — on the *possibility* of disruption, not the evidence of it.
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The job is knowing which is which: where AI really attacks the revenue, and where it's just a cheaper price on the same good business.
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The job is knowing which is which: where AI genuinely attacks the revenue, and where it's just a cheaper price on the same good business.
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Our review of Mainstreet Equity Corp's $MEQ.TO Q3 results is out. It includes an update to our estimate of where intrinsic value stands. Read 👇 thevaluationdesk1.substack.c…
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Stingray $RAY.TO Announces TuneIn Partnership with iM Media Labs to Expand In-Vehicle Access corporate.stingray.com/produ…
Stingray Announces TuneIn Partnership with iM Media Labs to Expand In-Vehicle Access

Stingray Announces TuneIn Partnership with iM Media Labs to Expand In-Vehicle Access

 Stingray today announced a new partnership with iM Media Labs to bring TuneIn to the iM Media Hub, a unified, vehicle-native media platform that integrates radio, streaming, podcasts and more for...

corporate.stingray.com
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