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Warrior Met Coal Inc.
A deep value play for the anti-ESG crowd!
Dec 17, 2024
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Value Punks
15
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Hiatus
Writing, researching, and producing high-quality content is never just about filling space - it’s about delivering insight, depth, and value.
May 8
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Value Punks
13
Five Key Lessons from Hedge Fund Market Wizards
Two years ago, we introduced readers to a post titled ‘Value Investing Revisited’. Today, we’re excited to continue exploring similar themes. For those…
Nov 12, 2024
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Luke Emerson
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Value Punks
14
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Revisiting the Disney Thesis
Is the magic intact?
Oct 21, 2024
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Value Punks
and
Luke Emerson
22
7
4
Nu Holdings - a blueprint for Fintech Success
But what about valuation?
Oct 1, 2024
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Value Punks
16
2
2
Peloton: Survival of the Fittest
The Patents and Other Moves Wall Street Is Missing
Sep 19, 2024
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Value Punks
and
Luke Emerson
10
1
Rentokil - an update
How clueless is the management team?
Sep 16, 2024
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Value Punks
7
1
ATS Corporation
A mini Danaher on the cheap!
Sep 12, 2024
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Value Punks
3
2
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Value Punks
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
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