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Deep Dive: Publicis Groupe (PUB, PUBGY)
Cockroach, not dinosaur
Nov 28
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Value Punks
15
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Deep Dive: Publicis Groupe (PUB, PUBGY)
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October 2023
Deep Dive: Dollar Tree (DLTR) - Part 2
Putting it together: management, valuation, DLTR vs. DG, and tactical considerations
Oct 25
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Value Punks
15
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Deep Dive: Dollar Tree (DLTR) - Part 2
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Deep Dive: Dollar Tree (DLTR) - Part 1
Lay of the land: Dollar store industry fundamentals
Oct 19
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Value Punks
33
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Deep Dive: Dollar Tree (DLTR) - Part 1
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2
Revisiting Oil & Gas
Removing the paywall on our Oil & Gas report
Oct 3
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Value Punks
22
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Revisiting Oil & Gas
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September 2023
Deep Dive: Zebra Technologies (ZBRA)
Industrial 'picks & shovels' undergoing a cyclical hiccup
Sep 28
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Value Punks
19
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Deep Dive: Zebra Technologies (ZBRA)
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August 2023
Deep Dive: Arm Ltd
Can the global powerhouse in chip design live up to its hype?
Aug 23
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Value Punks
26
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Deep Dive: Arm Ltd
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July 2023
Pounding the table on EPAM
Delayed "AI winner" at a bargain
Jul 24
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Value Punks
26
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Pounding the table on EPAM
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3
June 2023
Deep Dive: Keyence Corp (6861, KYCCF)
The crown jewel of industrial automation
Jun 29
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Value Punks
26
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Deep Dive: Keyence Corp (6861, KYCCF)
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Small Cap Idea: Global Blue (GB)
Blue sky ahead
Jun 8
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Value Punks
34
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Small Cap Idea: Global Blue (GB)
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3
May 2023
Deep Dive: Warner Bros. Discovery (WBD)
Cashing in on the present and betting on the future
May 23
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Value Punks
18
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Deep Dive: Warner Bros. Discovery (WBD)
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AI minus the BS (Part 3)
Implications for investment research; Action plans and survival tips for buy-side analysts
May 4
•
[redacted]
and
Value Punks
11
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AI minus the BS (Part 3)
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April 2023
Deep Dive: Recruit Holdings (6098, RCRUY)
Japan's best managed tech conglomerate
Apr 17
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Value Punks
20
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Deep Dive: Recruit Holdings (6098, RCRUY)
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