An Important Update from Value Punks
The Next Chapter
Dear Value Punks readers,
Happy New Year!
This holiday season we had some time to pause and reflect.
Since the founding of this Substack, we have received a lot of support and engagement from our wonderful community. It's been an incredible journey, and as we reflect on the milestones achieved since the inception of our Substack, we are filled with gratitude.
From the very beginning, our goal has been to create a platform that delivers meaningful and insightful content to our subscribers. We set out to cover a wide range of topics, catering to the diverse interests of our audience.
However, now, we believe it is time to focus.
As we step into 2024, we have some important news to share with you.
Daye believes that Japan - and more broadly East Asia - is at the cusp of some historical changes. With growing investor interest in the region, the stock coverages here needs its own independent platform.
To better cater to this interest, Daye will be launching a newsletter focused exclusively on three markets – Japan, South Korea, and Greater China. At Value Punks, Daye was the lead author for our Japan articles, including the popular Japanese Trading Company series, and individual deep dives on names including Keyence, Recruit Holdings, and Komatsu.
In his new venture, Daye, who has 12 years of professional experience in covering East Asia, will bring denser and more dedicated coverage for those of you who are interested in this exciting part of the world. Stay tuned for further updates.
Meanwhile, Balkar will continue in his role and operate Value Punks, a platform known for its commitment to publishing high-quality ideas and insights. In this new chapter, the focus of Value Punks is set to shift towards the Global ex-Asia market. In this endeavor, he will be joined by another passionate investor (who will remain anonymous). With a passion for uncovering unique opportunities and a commitment to delivering valuable content, Value Punks is excited for the next phase of its growth.
A Thank You to Our Readers
With this change, we hope to give our readers more tailored content to better suit their specific investment interests. Thank you for being a part of this journey. Whether you've been with us since the beginning or have recently joined our community, your presence is what makes our Substack thrive.
Although we’re branching out, both of our dedications to producing quality content is stronger than ever. We look forward to many more years of exploration, discovery, and meaningful conversations with each and every one of you.
The best, as they say, is yet to come!
With gratitude,
Balkar & Daye