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Flow Value Investing

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Flow Value Investing has 17 stock analyses indexed on RhinoInvestory, covering 16 companies across Communication Services, Consumer Discretionary, Health Care and 3 more. Published Jan 2026 – Aug 2026.

Sectors Covered

Communication ServicesConsumer DiscretionaryHealth CareIndustrialsInformation TechnologyMaterials

Countries Covered

CanadaGermanyIrelandSwedenUS

Stock Analyses by Flow Value Investing

LYV Deep Dive, Part I

Live Nation ($LYV) • 2026-08-08

Two Kings changing their throne?

Netflix ($NFLX) • 2026-07-01

Carnival Corporation: The Discount the Recovery Hasn’t Closed

Carnival Corporation ($CCL) • 2026-06-22

Accenture: The AI Adapter Hiding Behind the Sector Discount? [PART II]

Accenture ($ACN) • 2026-06-11

Accenture: The AI Adapter Hiding Behind the Sector Discount? [PART I]

Accenture ($ACN) • 2026-06-09

PPG vs SHW: Gap confirmed, entry pending

PPG Industries ($PPG) • 2026-05-24

The CrowdStrike vs SentinelOne Puzzle, Solved

CrowdStrike ($CRWD) • 2026-05-16

IQVIA Deep Dive

IQVIA Holdings ($IQV) • 2026-05-06

IBP: The valuation gap is there. The timing isn't. Yet.

Installed Building Products ($IBP) • 2026-04-24

WSO: The Consolidation Trade on the Wrong Side

Watsco ($WSO) • 2026-04-22

ON - Leading the pack at the right price?

• 2026-04-18

ON - Leading the pack at the right price?

• 2026-04-08

On Holding: Great Business, High Price

• 2026-03-27

DECK: Two Brands, One Mispricing

Deckers Outdoor Corporation ($DECK) • 2026-03-24

I Found a 33% Value Gap in Dell. Here's Why I'm Not Trading It.

Dell Technologies ($DELL) • 2026-02-16

The Broken Wing Play:

Mercedes ($MBG.DE) • 2026-02-03

Flow Value Investing - Deep Dive #1

Lululemon Athletica ($LULU) • 2026-01-08