Archive - Value Punks

Warrior Met Coal Inc.

A deep value play for the anti-ESG crowd!

Dec 17, 2024 •

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

October 2024

Revisiting the Disney Thesis

Is the magic intact?

Oct 21, 2024 •

and

Luke Alan Emerson

Nu Holdings - a blueprint for Fintech Success

But what about valuation?

Oct 1, 2024 •

September 2024

Peloton: Survival of the Fittest

The Patents and Other Moves Wall Street Is Missing

Sep 19, 2024 •

and

Luke Alan Emerson

Rentokil - an update

How clueless is the management team?

Sep 16, 2024 •

ATS Corporation

A mini Danaher on the cheap!

Sep 12, 2024 •

August 2024

Perrigo Company PLC

On shoulders of a long list of disappointed value investors!

Aug 7, 2024 •

June 2024

Rentokil Initial PLC

A compounder for sale

Jun 4, 2024 •

May 2024

Hingham Institution for Savings

A deep dive into a family owned regional bank

May 14, 2024 •

Outside vs. Inside view

May 2, 2024 •

April 2024

Tourmaline Oil Corporation

A play on AI and Geopolitics!

Apr 19, 2024 •

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