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The Value Pond

DuckPond Value Research, Pedro

Seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues17SubscribersRead duckpondvr.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Sunrise or Liberty Global?

### Key points of the thesis

2 months ago
8
2

Sunrise, imminent spin-off

> Sunrise is Switzerland's second-largest telecommunications provider in terms of revenue and offers convergent telecommunications services, offering mobile, broadband, TV and fixed-line services primarily under the core brand Sunrise and i...

2 months ago
9
1

Biesse SpA

As Álvaro de Guzmán and Fernando Bernad, managers of AZValor, say, investment has to have a short path to "no" and a long path to "yes." And after a few months where there have been some "noes," today I bring you a "yes, but" in the form of...

2 months ago
10
0

Bayer AG Update

* * *

4 months ago
11
2

Authors

The writers behind this newsletter.

  • DuckPond Value Research

    Finance enthusiast running a family office since '16. Committed to global value discovery. CFO in SMBs, financial analyst in global firms. Holds MDs in Value Investing, Economic Cycle, Account & Financial Management. Fully invested, skin in the game.

  • Pedro

    La regla número uno ¡Haz tus deberes!, un camino muy largo para el sí y un camino muy corto para el no.

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