Value Punks | Substack

Outside vs. Inside view

May 2 •

Tourmaline Oil Corporation

A play on AI and Geopolitics!

Apr 19 •

Ryanair Holdings PLC (RYAAY)

The Costco of airlines

Mar 21 •

The Walt Disney Company (DIS): Part 2

Parks, ESPN, Culture, and Valuation

Feb 22 •

and

ARM: Short Squeeze

Our deep-dive focuses on the fundamentals

Feb 12 •

The Walt Disney Company (DIS): Part 1

Has Disney really lost its magic?

Feb 7 •

and

HDFC Bank: An Update

....and a few lessons from ITC and other Compounders

Jan 21 •

An Important Update from Value Punks

Jan 15 •

Value Punks

Value Punks

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

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