Value Punks

December 2024

Warrior Met Coal Inc.

A deep value play for the anti-ESG crowd!

Dec 17, 2024 • 

Value Punks

15

1

November 2024

Five Key Lessons from Hedge Fund Market Wizards

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Nov 12, 2024 • 

Luke Alan Emerson

 and 

Value Punks

14

1

October 2024

Revisiting the Disney Thesis

Is the magic intact?

Oct 21, 2024 • 

Value Punks

 and 

Luke Alan Emerson

22

6

Nu Holdings - a blueprint for Fintech Success

But what about valuation?

Oct 1, 2024 • 

Value Punks

17

2

September 2024

Peloton: Survival of the Fittest

The Patents and Other Moves Wall Street Is Missing

Sep 19, 2024 • 

Value Punks

 and 

Luke Alan Emerson

9

Rentokil - an update

How clueless is the management team?

Sep 16, 2024 • 

Value Punks

7

ATS Corporation

A mini Danaher on the cheap!

Sep 12, 2024 • 

Value Punks

3

August 2024

Perrigo Company PLC

On shoulders of a long list of disappointed value investors!

Aug 7, 2024 • 

Value Punks

3

June 2024

Rentokil Initial PLC

A compounder for sale

Jun 4, 2024 • 

Value Punks

6

May 2024

Hingham Institution for Savings

A deep dive into a family owned regional bank

May 14, 2024 • 

Value Punks

15

7

Coupang

Outside vs. Inside view

May 2, 2024 • 

Value Punks

8