Archive - Value Punks

New Top Discussion

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

Feb 27

Buffett’s first investment in Japan

Feb 11

January 2023

Breaking down the world's largest asset manager

Jan 25

Riding on Bain Capital's coattails

Jan 13

December 2022

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

November 2022

Bargain industrial with exposure to the resources upcycle

Nov 6, 2022

October 2022

A Berkshire-backed compounder at an attractive valuation

Oct 11, 2022

September 2022

Hong Kong's monopoly bourse still has increasing strategic role to play

Sep 8, 2022

August 2022

Attractive industry demand & supply, sound balance sheet, cash flows, and improving returns to shareholders

Aug 5, 2022

June 2022

In-depth look at Southeast Asia's on-demand economy

Jun 17, 2022

May 2022

Gold as part of a bottom-up portfolio

May 18, 2022

#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