Value Punks | Substack

Closer look at the business model, management, and capital allocation

Feb 27

New Top Community

Buffett’s first investment in Japan

Feb 11

Breaking down the world's largest asset manager

Jan 25

Riding on Bain Capital's coattails

Jan 13

How would you have done if you put $100 into all of our ideas?

Dec 22, 2022

Industry deep dive + four unique ideas

Dec 19, 2022

Bargain industrial with exposure to the resources upcycle

Nov 6, 2022

A Berkshire-backed compounder at an attractive valuation

Oct 11, 2022

Value Punks

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts