Sitemap - 2023 - Value Punks

Deep Dive: Publicis Groupe (PUB, PUBGY)

Deep Dive: Dollar Tree (DLTR) - Part 2

Deep Dive: Dollar Tree (DLTR) - Part 1

Revisiting Oil & Gas

Deep Dive: Zebra Technologies (ZBRA)

Deep Dive: Arm Ltd

Pounding the table on EPAM

Deep Dive: Keyence Corp (6861, KYCCF)

Small Cap Idea: Global Blue (GB)

Deep Dive: Warner Bros. Discovery (WBD)

AI minus the BS (Part 3)

Deep Dive: Recruit Holdings (6098, RCRUY)

AI minus the BS (Part 2)

AI minus the BS (Part 1)

Small Cap Idea: Rover (ROVR)

Deep Dive: Japanese Trading Companies (Part 2)

Deep Dive: Japanese Trading Companies (Part 1)

Deep Dive: BlackRock (BLK)

Small Cap Idea: Diversey Holdings (DSEY)

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