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Value Punks

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Business Breakdowns
Chartered Financial Analyst (CFA)
Deep-Dives
Japan Expert
Value Investor

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Sector Generalists
Content Type Analysis
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Content

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Value Punks
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Warrior Met Coal Inc.

Dec. 17, 2024, 9:03 p.m.

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Five Key Lessons from Hedge Fund Market Wizards

Nov. 12, 2024, 9 p.m.

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Revisiting the Disney Thesis

Oct. 21, 2024, 2:54 p.m.

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Nu Holdings - a blueprint for Fintech Success

Oct. 1, 2024, 2:46 p.m.

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Peloton: Survival of the Fittest: The Patents and Other Moves Wall Street Is Missing

Sept. 19, 2024, 5:49 p.m.

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Value Punks
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Rentokil - an update: How clueless is the management team?

Sept. 16, 2024, 4:42 p.m.

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ATS Corporation: A mini Danaher on the cheap!

Sept. 12, 2024, 4:01 p.m.

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Perrigo Company PLC: On shoulders of a long list of disappointed value investors!

Aug. 7, 2024, 3:04 p.m.

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Value Punks
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Rentokil Initial PLC: A compounder for sale

June 4, 2024, 5:34 p.m.

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Value Punks
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Hingham Institution for Savings : A deep dive into a family owned regional bank

May 14, 2024, 5:16 p.m.

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Coupang: Outside vs. Inside view

May 2, 2024, 3:56 p.m.

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Tourmaline Oil Corporation: A play on AI and Geopolitics!

April 19, 2024, 1:31 p.m.

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Ryanair Holdings PLC (RYAAY): The Costco of airlines

March 21, 2024, 1:54 p.m.

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The Walt Disney Company (DIS): Part 2: Parks, ESPN, Culture, and Valuation

Feb. 22, 2024, 7:57 p.m.

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ARM: Short Squeeze: Our deep-dive focuses on the fundamentals

Feb. 12, 2024, 9:25 p.m.

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The Walt Disney Company (DIS): Part 1: Imagine the Magic!

Feb. 7, 2024, 3:34 p.m.

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Value Punks
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HDFC Bank: An Update: ....and a few lessons from ITC and other Compounders

Jan. 21, 2024, 2:52 p.m.

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An Important Update from Value Punks: A New Chapter

Jan. 15, 2024, 12:24 p.m.

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Value Punks
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Fortrea Holdings (FTRE): A "picks and shovels" play on Biopharmaceuticals

Jan. 11, 2024, 3:06 p.m.

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Value Punks: Year 2 Performance Review: "Common sense" investing

Dec. 18, 2023, 12:12 p.m.

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Deep Dive: Publicis Groupe (PUB, PUBGY) : Cockroach, not dinosaur

Nov. 28, 2023, 2:33 a.m.

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Deep Dive: Dollar Tree (DLTR) - Part 2: Putting it together: management, valuation, DLTR vs. DG, and tactical considerations

Oct. 25, 2023, 2:25 a.m.

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Deep Dive: Dollar Tree (DLTR) - Part 1: Lay of the land: Dollar store industry fundamentals

Oct. 19, 2023, 12:26 a.m.

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Revisiting Oil & Gas: Removing the paywall on our Oil & Gas report

Oct. 3, 2023, 1:39 p.m.

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Deep Dive: Zebra Technologies (ZBRA) : Industrial 'picks & shovels' undergoing a cyclical hiccup

Sept. 28, 2023, 2:48 a.m.

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