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Value Punks
Research publication focused on global stock ideas, by two former buysiders.
Launched 6 months ago
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Thematic: Hedging with Gold
The Warren Buffett Way
Value Punks
19
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Thematic: Hedging with Gold
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Memo: Value Punks on Value Investing
A revisit
Value Punks
Apr 20
22
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Memo: Value Punks on Value Investing
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Deep Dive: Roblox (RBLX US)
A unique developer base, interesting currency design, and more
DMT Capital
and
Value Punks
Apr 6
23
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Deep Dive: EPAM Systems (EPAM US)
Quality and Growth - Dislocated
Value Punks
Mar 10
9
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Deep Dive: EPAM Systems (EPAM US)
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Memo: International Investing
Why bother?
Value Punks
Feb 17
17
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Memo: International Investing
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Deep Dive: Xiaomi (XIACY, 1810 HKG)
More than just cheap phones!
Value Punks
Feb 2
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Deep Dive: Xiaomi (XIACY, 1810 HKG)
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Governance: The bottom-line on VIE
Debunking the China VIE risk
Value Punks
Jan 19
8
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Governance: The bottom-line on VIE
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Deep Dive: HDFC Bank (HDB US)
Still a compounder!
Jan 6
13
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Deep Dive: HDFC Bank (HDB US)
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