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Deep Dive: Japanese Trading Companies (Part 2)
Closer look at the business model, management, and capital allocation
Value Punks
Feb 27
21
4
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Deep Dive: Japanese Trading Companies (Part 2)
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Deep Dive: Japanese Trading Companies (Part 1)
Buffett’s first investment in Japan
Value Punks
Feb 11
48
12
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Deep Dive: Japanese Trading Companies (Part 1)
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January 2023
Deep Dive: BlackRock (BLK)
Breaking down the world's largest asset manager
Value Punks
Jan 25
14
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Deep Dive: BlackRock (BLK)
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Small Cap Idea: Diversey Holdings (DSEY)
Riding on Bain Capital's coattails
Value Punks
Jan 13
15
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Small Cap Idea: Diversey Holdings (DSEY)
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December 2022
Value Punks: Year 1 Performance Review
How would you have done if you put $100 into all of our ideas?
Value Punks
Dec 22, 2022
21
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Value Punks: Year 1 Performance Review
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Deep Dive: Oil & Gas
Industry deep dive + four unique ideas
Value Punks
Dec 19, 2022
19
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Deep Dive: Oil & Gas
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November 2022
Deep Dive: Komatsu (6301, KMTUY)
Bargain industrial with exposure to the resources upcycle
Value Punks
Nov 6, 2022
25
2
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Deep Dive: Komatsu (6301, KMTUY)
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October 2022
Deep Dive: NU Holdings (NU US)
A Berkshire-backed compounder at an attractive valuation
Value Punks
Oct 11, 2022
19
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September 2022
Deep Dive: Hong Kong Exchanges & Clearing (388 HK)
Hong Kong's monopoly bourse still has increasing strategic role to play
Value Punks
Sep 8, 2022
5
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August 2022
Deep Dive: Alcoa (AA)
Attractive industry demand & supply, sound balance sheet, cash flows, and improving returns to shareholders
Value Punks
Aug 5, 2022
9
5
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June 2022
Deep Dive: Grab (GRAB US)
In-depth look at Southeast Asia's on-demand economy
Value Punks
Jun 17, 2022
29
3
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Deep Dive: Grab (GRAB US)
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May 2022
Deep Dive: Investing in Gold Royalties (FNV, SAND, NSR.TO)
Gold as part of a bottom-up portfolio
Value Punks
May 18, 2022
25
4
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