Value Punks

Value Punks

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Writing, researching, and producing high-quality content is never just about filling space - it’s about delivering insight, depth, and value.
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Value Punks
Five Key Lessons from Hedge Fund Market Wizards
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
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Luke Alan Emerson
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Value Punks
1
Revisiting the Disney Thesis
Is the magic intact?
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Value Punks
 and 
Luke Alan Emerson
6
Nu Holdings - a blueprint for Fintech Success
But what about valuation?
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Value Punks
2
Peloton: Survival of the Fittest
The Patents and Other Moves Wall Street Is Missing
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Value Punks
 and 
Luke Alan Emerson
Rentokil - an update
How clueless is the management team?
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Value Punks
ATS Corporation
A mini Danaher on the cheap!
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Value Punks
Value Punks
Value Punks
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
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