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Deep Dive: Publicis Groupe (PUB, PUBGY)
Cockroach, not dinosaur
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Value Punks
October 2023
Deep Dive: Dollar Tree (DLTR) - Part 2
Putting it together: management, valuation, DLTR vs. DG, and tactical considerations
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Value Punks
Deep Dive: Dollar Tree (DLTR) - Part 1
Lay of the land: Dollar store industry fundamentals
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Value Punks
2
Revisiting Oil & Gas
Removing the paywall on our Oil & Gas report
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Value Punks
September 2023
Deep Dive: Zebra Technologies (ZBRA)
Industrial 'picks & shovels' undergoing a cyclical hiccup
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Value Punks
August 2023
Deep Dive: Arm Ltd
Can the global powerhouse in chip design live up to its hype?
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Value Punks
July 2023
Pounding the table on EPAM
Delayed "AI winner" at a bargain
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Value Punks
3
June 2023
Deep Dive: Keyence Corp (6861, KYCCF)
The crown jewel of industrial automation
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Value Punks
Small Cap Idea: Global Blue (GB)
Blue sky ahead
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Value Punks
3
May 2023
Deep Dive: Warner Bros. Discovery (WBD)
Cashing in on the present and betting on the future
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Value Punks
AI minus the BS (Part 3)
Implications for investment research; Action plans and survival tips for buy-side analysts
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[redacted]
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Value Punks
April 2023
Deep Dive: Recruit Holdings (6098, RCRUY)
Japan's best managed tech conglomerate
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Value Punks
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