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Ryanair Holdings PLC (RYAAY)
The Costco of airlines
Mar 21
•
Iceman Capital
8
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Ryanair Holdings PLC (RYAAY)
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February 2024
The Walt Disney Company (DIS): Part 2
Parks, ESPN, Culture, and Valuation
Feb 22
•
Value Punks
and
Luke Emerson
14
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The Walt Disney Company (DIS): Part 2
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ARM: Short Squeeze
Our deep-dive focuses on the fundamentals
Feb 12
•
Value Punks
24
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ARM: Short Squeeze
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1
The Walt Disney Company (DIS): Part 1
Has Disney really lost its magic?
Feb 7
•
Value Punks
and
Luke Emerson
17
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The Walt Disney Company (DIS): Part 1
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January 2024
HDFC Bank: An Update
....and a few lessons from ITC and other Compounders
Jan 21
•
Value Punks
48
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HDFC Bank: An Update
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2
An Important Update from Value Punks
A New Chapter
Jan 15
•
Value Punks
74
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An Important Update from Value Punks
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Fortrea Holdings (FTRE)
A "picks and shovels" play on Biopharmaceuticals
Jan 11
•
Value Punks
21
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Fortrea Holdings (FTRE)
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December 2023
Value Punks: Year 2 Performance Review
"Common sense" investing
Dec 18, 2023
•
Value Punks
27
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Value Punks: Year 2 Performance Review
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November 2023
Deep Dive: Publicis Groupe (PUB, PUBGY)
Cockroach, not dinosaur
Nov 28, 2023
•
Value Punks
16
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Deep Dive: Publicis Groupe (PUB, PUBGY)
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October 2023
Deep Dive: Dollar Tree (DLTR) - Part 2
Putting it together: management, valuation, DLTR vs. DG, and tactical considerations
Oct 25, 2023
•
Value Punks
15
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Deep Dive: Dollar Tree (DLTR) - Part 2
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Deep Dive: Dollar Tree (DLTR) - Part 1
Lay of the land: Dollar store industry fundamentals
Oct 19, 2023
•
Value Punks
34
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Deep Dive: Dollar Tree (DLTR) - Part 1
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2
Revisiting Oil & Gas
Removing the paywall on our Oil & Gas report
Oct 3, 2023
•
Value Punks
22
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Revisiting Oil & Gas
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