The Value Pond
Juan - The Value PondHunting small caps | Turnarounds | Capital cycle | Special situations. Professionally managing capital \ud83d\udcc826% IRR since 2023. ✍️ Institutional research • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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duckpondvr.comLatest Issues
Bayer AG (ETR: BAYN) - Update
One of the best reasons to run a blog like this when you manage capital on your own, as I do, is that public exposure forces you to question yourself constantly. And that makes you a better investor.
Bayer is probably the most paradigmatic...
Associated British Foods (LON: ABF) - Full thesis
Primark alone may already be worth the entire group market cap. Everything else, Grocery, Ingredients, Sugar and Agriculture, comes free
Wizz Air and other live thesis
Good morning, dear reader,
Yesterday in Spain, even in the usually cool north, the heat felt like the worst of summer. I, bravely, decided to counter programme against the more obvious plans for a Sunday afternoon and present an investment...
Semapa (LSI: SEM) — ~50% discount and a potential catalyst
Good afternoon, dear reader.
This week I was reviewing the Q1 results of the company I am writing about today, looking mainly for clues about how management plans to deploy the cash following the sale of a business that unlocked part of th...
📊 The Pond Tracker | Apr '26
Good morning, dear reader,
We close a disastrous April, where the portfolio's correlation to oil has been strongly negative 😂. Buying Brent puts would have been the most efficient hedge.
That said, it is worth putting things in context:...
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Independent Analyst. Hunting small caps | Turnarounds | Capital cycle | Special situations. Managing capital \ud83d\udcc826% IRR since 2023. ✍️ Deep dives • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
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