Archive - Value Punks

Rentokil Initial PLC

A compounder for sale

Jun 4 •

May 2024

Hingham Institution for Savings

A deep dive into a family owned regional bank

May 14 •

Outside vs. Inside view

May 2 •

April 2024

Tourmaline Oil Corporation

A play on AI and Geopolitics!

Apr 19 •

March 2024

Ryanair Holdings PLC (RYAAY)

The Costco of airlines

Mar 21 •

February 2024

The Walt Disney Company (DIS): Part 2

Parks, ESPN, Culture, and Valuation

Feb 22 •

and

ARM: Short Squeeze

Our deep-dive focuses on the fundamentals

Feb 12 •

The Walt Disney Company (DIS): Part 1

Has Disney really lost its magic?

Feb 7 •

and

January 2024

HDFC Bank: An Update

....and a few lessons from ITC and other Compounders

Jan 21 •

An Important Update from Value Punks

Jan 15 •

Fortrea Holdings (FTRE)

A "picks and shovels" play on Biopharmaceuticals

Jan 11 •

December 2023

Value Punks: Year 2 Performance Review

"Common sense" investing

Dec 18, 2023 •

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