Archive - Security Analysis

Marsh & McLennan Companies (MMC)

Jan 11 • Value Stock Geek

VSG Stock List 2025 Performance Review

Below is the 2025 stock list, along with the key metrics from early 2025 at the time each company was selected.

Jan 4 • Value Stock Geek

December 2025

The 2026 VSG Stock List

Last year, I introduced the stock list—a culmination of this site’s work analyzing companies one by one through fundamental security analysis.

Dec 29, 2025 • Value Stock Geek

Valmont Industries (VMI)

Dec 28, 2025 • Value Stock Geek

Brown & Brown (BRO)

Dec 21, 2025 • Value Stock Geek

Watchlist Update - Q4 2025

Dec 14, 2025 • Value Stock Geek

CACI International (CACI)

Dec 7, 2025 • Value Stock Geek

November 2025

Pool Corp (POOL)

Nov 30, 2025 • Value Stock Geek

The Cooper Companies (COO)

Nov 23, 2025 • Value Stock Geek

Honeywell International (HON)

Nov 16, 2025 • Value Stock Geek

Tobias Carlisle: Sun Tzu & Warren Buffett

This episode is with a returning guest to the podcast - Tobias Carlisle.

Nov 12, 2025 • Value Stock Geek

56:13

Nov 9, 2025 • Value Stock Geek

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts