Welcome to Value Punks!
Welcome, We are Value Punks!
Value Punks is a publication focused on global stock research. Our mission is to provide independent, institutional-grade research in an easy-to-read format on the most interesting stock ideas.
Every month, you can expect one deep-dive research on a global stock idea. This is our flagship content. There will also be a variety of intermittent posts on relevant investment topics such as thought pieces on macro/governance and industry primers.
Oh and by the way, that picture (or NFT!?) is Warren Buffett as a crypto punk!
Value Punks was founded by Balkar Sivia and Daye Deng, former buy-siders with 20 years of combined equity research experience. They now run their (separate) investment management practices.
Balkar has spent a decade investing globally, in the US, Indian, and other Emerging Markets. Balkar is a CFA charterholder and has a degree in electrical engineering from University of British Columbia. Linkedin and Twitter
Daye is an Asia equities specialist. He is fluent in Japanese and Mandarin, and also has a keen interest in the technology sector. Daye is a CFA charterholder and has a degree in mathematics from the University of Toronto. Linkedin and Twitter
We are first and foremost investment managers - not professional writers or financial bloggers - and we started this research newsletter with the goal of connecting with a global audience of like-minded allocators. Those who appreciate a variant, deeper and more nuanced stock analysis.
Please reach out to us!
Disclaimer: Everything on this website is provided for general informational and educational purposes only. Nothing should be construed as investment advice, recommendation, or as a guarantee of any specific investment outcome or profit. Please always do your own research. The authors may hold positions in the stocks discussed.