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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
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Warrior Met Coal Inc.
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Five Key Lessons from Hedge Fund Market Wizards
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
Nov 12, 2024
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Luke Alan Emerson
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Value Punks
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Five Key Lessons from Hedge Fund Market Wizards
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Revisiting the Disney Thesis
Is the magic intact?
Oct 21, 2024
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Value Punks
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Luke Alan Emerson
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Revisiting the Disney Thesis
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Nu Holdings - a blueprint for Fintech Success
But what about valuation?
Oct 1, 2024
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Value Punks
16
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Nu Holdings - a blueprint for Fintech Success
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Peloton: Survival of the Fittest
The Patents and Other Moves Wall Street Is Missing
Sep 19, 2024
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Value Punks
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Luke Alan Emerson
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Peloton: Survival of the Fittest
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Rentokil - an update
How clueless is the management team?
Sep 16, 2024
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Rentokil - an update
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ATS Corporation
A mini Danaher on the cheap!
Sep 12, 2024
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Value Punks
3
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ATS Corporation
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Perrigo Company PLC
On shoulders of a long list of disappointed value investors!
Aug 7, 2024
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Value Punks
3
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Perrigo Company PLC
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Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
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