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 | 43 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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duckpondvr.comLatest Issues
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:...
Wizz Air✈️ (LON: WIZZ) — Thesis Update
Short-term shocks are long-term opportunities. Here is why WizzAir still holds despite the drop.
Dunelm (LON: DNLM) - Full thesis
20 years of uninterrupted growth, 8-10% dividend yield, and a structural question about urban stores that determines whether this is a stalwart or a compounder.
Dunelm
A first look
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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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