The Value Pond
The Value PondHunting small caps | Turnarounds | Capital cycle | Special situations. Professionally managing capital \ud83d\udcc825% 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 | 39 | Subscribers | Read | duckpondvr.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dunelm
A first look
Going Serious
Track Record, Proof of Work & What Comes Next
Going paid
Managing a Family Office is a solitary endeavor. In my case, it is a one-man job—me against my own. I have always viewed Substack as a window to the world and way to “compete” and sharpen my edge by making my research public.
📊 The Pond Tracker | Mar '26
Good morning, dear reader.
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Hunting small caps | Turnarounds | Capital cycle | Special situations. Professionally managing capital \ud83d\udcc825% 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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