Recent write-ups on valuedontlie (mostly small/mid-caps with a special situation emphasis):

• GME — jockey-led turnaround + cash-box

• GDOT — upcoming sale + spin situation, distribution + cheap stub

• CBZ — severely beaten down professional services

• ZD — asset sale at huge premium to stub price

• DCH — recent merger with large cost synergies

• ALSN — major acquisition, well-run and well-managed (not as cheap as it was)

• TFX — abandoned spin in favor of sale, buybacks and deleveraging coming

• KBR — upcoming spin-off