Archive - Value Punks

Deep Dive: Japanese Trading Companies (Part 1)

Buffett’s first investment in Japan

Feb 11, 2023 •

HDFC Bank: An Update

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

Jan 21, 2024 •

An Important Update from Value Punks

Jan 15, 2024 •

Deep Dive: Roblox (RBLX US)

A unique developer base, interesting currency design, and more

Apr 6, 2022 •

and

Deep Dive: HDFC Bank (HDB US)

A framework for bank analysis

Jan 6, 2022

Deep Dive: Oil & Gas

Industry deep dive + four unique ideas

Dec 19, 2022 •

Deep Dive: Dollar Tree (DLTR) - Part 1

Lay of the land: Dollar store industry fundamentals

Oct 19, 2023 •

Small Cap Idea: Global Blue (GB)

Jun 8, 2023 •

Pounding the table on EPAM

Delayed "AI winner" at a bargain

Jul 24, 2023 •

The Walt Disney Company (DIS): Part 1

Has Disney really lost its magic?

Feb 7, 2024 •

and

Luke Alan Emerson

Deep Dive: Arm Ltd

Can the global powerhouse in chip design live up to its hype?

Aug 23, 2023 •

Deep Dive: Keyence Corp (6861, KYCCF)

The crown jewel of industrial automation

Jun 29, 2023 •

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