@valuedontlieJan 14, 2026 · 12:21 PM

4) $DOLE cheap bigcap, delevered from 2021 merger w/ Total Produce... not really a special sit, but a nice earnings growth story over the next few years https://t.co/1qpTAmtsDO

@valuedontlieNov 12, 2025 · 1:07 PM

$DOLE 1) Vertically integrated produce supplier w/ #1-2 position in bananas, pineapples, grapes - lots of infrastructure here: 110k acres, 250 facilities, 13 ships, etc. 2) Formed via 2021 (levered) merger with Total Produce, IPO at $16 3) Non-fundamental sell-off in Sep 2025 from passing/liquidation of longtime owner & former CEO David Murdock (shares from ~$15 to $13) 4) Rev + EBITDA steadily growing pre-and-post merger... EBITA mostly flat $380-390m from '21-25 5) FCF + divestitures used to repay debt from '21-24 - capital allocation inflecting toward buybacks ($100m authorization 3Q25 = ~8% s/o) 6) Fundies = ~$390m EBITDA, ~$170m FCF ($1.80/sh), ROIC >20% (vs. closest comp <10%)... leverage near 5x at merger, now 1.7x as of 3Q25 7) Peers (produce + grocers) trading 11-12x earnings & 7-8x EBITDA vs. DOLE at 10x / 6x = trading at discount while premium likely warranted Shares currently hovering around $13-14, looks like good value for a scaled + stable business with inflecting cash flow... not as exciting as special sits, but still a nice setup... my FV estimate around $20 (disclosure: I'm long this one)

@valuedontlieNov 10, 2025 · 3:08 PM

Need to avoid timing Quick Value write-ups with same day company earnings release... $DOLE up a bit this morning on 3Q25 results, but still interesting here... https://t.co/T0X4SjqkcT