Value Punks is a publication focused on global equities research. We cover Japan, Asia, and EM equities in addition to the US market.

Value Punks was founded by Daye Deng and Balkar Sivia, former buyside analysts with 10+ years of investment industry experience.

Who reads Value Punks?

We provide institutional-grade research and our content is mostly geared towards professional investors.

Most of our 4,000+ subscribers are buyside portfolio managers and analysts, but we also have a large number of individual investors and students who enjoy our in-depth content and analysis.

What to expect

Every month, you can expect to get at least one “deep dive” report on a stock idea. This is our flagship content. You can also expect a variety of intermittent posts, including industry primers and small-cap reports.

To get a feel for our content, check out our free deep dives on Komatsu and HDFC Bank.


Balkar has spent a decade investing globally, in the US, Indian, and other Emerging Markets. Balkar is a CFA charterholder and has a degree in electrical engineering from University of British Columbia. Linkedin and Twitter

Daye has focused on Asian equities in his career, having worked in Hong Kong, Seoul, and Tokyo. He is fluent in Japanese and Mandarin. Daye has a degree in mathematics and economics from the University of Toronto. Linkedin and Twitter

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Disclaimer: Everything on this website is provided for general informational and educational purposes only. Nothing should be construed as investment advice, recommendation, or as a guarantee of any specific investment outcome or profit. Please always do your own research. The authors may hold positions in the stocks discussed.

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Global equities deep dive by former buysiders, covering Japan, Asia, and EM equities in addition to the US market


Value Punks
Subscribe to the newsletter for high quality analysis and unique insights on international stocks. You can expect one deep-dive research every month, along with intermittent posts on other relevant topics.