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Value Punks
Investment publication focused on global equities research. By two former buyside analysts.
Launched 7 months ago
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Deep Dive: Grab (GRAB US)
In-depth look at Southeast Asia's on-demand economy
Value Punks
23
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Deep Dive: Grab (GRAB US)
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Deep Dive: Investing in Gold Royalties (FNV, SAND, NSR.TO)
Gold as part of a bottom-up portfolio
Value Punks
May 18
21
4
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Deep Dive: Investing in Gold Royalties (FNV, SAND, NSR.TO)
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Memo: Value Investing Revisited
Rethinking volatility, conviction, and Mr. Market
Value Punks
Apr 20
24
3
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Memo: Value Investing Revisited
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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
26
6
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Deep Dive: EPAM Systems (EPAM US)
IT services compounder at a dislocated valuation
Value Punks
Mar 10
9
15
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Deep Dive: EPAM Systems (EPAM US)
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Memo: International Investing
We scour the world for ideas, and why you should too
Value Punks
Feb 17
17
12
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Deep Dive: Xiaomi (XIACY, 1810 HKG)
Much more than just cheap phones
Value Punks
Feb 2
12
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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
10
4
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Governance: The bottom-line on VIE
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