Archive - Value Punks

New Top Discussion

A unique developer base, interesting currency design, and more

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Apr 6

A framework for bank analysis

Jan 6

In-depth look at Southeast Asia's on-demand economy

Jun 17

Rethinking volatility, conviction, and Mr. Market

Apr 20

IT services compounder at a dislocated valuation

Mar 10

Debunking the China VIE risk

Jan 19

Gold as part of a bottom-up portfolio

May 18

We scour the world for ideas, and why you should too

Feb 17

Much more than just cheap phones

Feb 2

Betting the ship on the future of telecom

Dec 8, 2021

Dec 6, 2021

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