Value Punks

December 2024

Warrior Met Coal Inc.

A deep value play for the anti-ESG crowd!

Dec 17, 2024 • Value Punks

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November 2024

Five Key Lessons from Hedge Fund Market Wizards

Two years ago, we introduced readers to a post titled ‘Value Investing Revisited’. Today, we’re excited to continue exploring similar themes. For those…

Nov 12, 2024 • Luke Emerson and Value Punks

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October 2024

Revisiting the Disney Thesis

Is the magic intact?

Oct 21, 2024 • Value Punks and Luke Emerson

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Nu Holdings - a blueprint for Fintech Success

But what about valuation?

Oct 1, 2024 • Value Punks

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September 2024

Peloton: Survival of the Fittest

The Patents and Other Moves Wall Street Is Missing

Sep 19, 2024 • Value Punks and Luke Emerson

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Rentokil - an update

How clueless is the management team?

Sep 16, 2024 • Value Punks

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ATS Corporation

A mini Danaher on the cheap!

Sep 12, 2024 • Value Punks

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August 2024

Perrigo Company PLC

On shoulders of a long list of disappointed value investors!

Aug 7, 2024 • Value Punks

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June 2024

Rentokil Initial PLC

A compounder for sale

Jun 4, 2024 • Value Punks

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May 2024

Hingham Institution for Savings

A deep dive into a family owned regional bank

May 14, 2024 • Value Punks

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Coupang

Outside vs. Inside view

May 2, 2024 • Value Punks

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