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The Value Pond

DuckPond Value Research, Pedro

Seeking tranquil ponds with a value philosophy. Follow us for investment theses, sector reports, or our economic perspectives. "Margin of safety" is non-negotiable, "long-term" is not just a mantra, and "skin in the game" is not just a poster on the wall.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues26SubscribersRead duckpondvr.com

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Authors

The writers behind this newsletter.

  • DuckPond Value Research

    Seeking quiet ponds with value philosophy. Follow us for investment theses, sector reports & economic perspectives. "Margin of safety" is non-negotiable, "long-term" is not just a mantra, and "skin in the game" is not a poster on the wall.

  • 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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