Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
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Issues | 56 | Subscribers | Read | valuepunks.substack.com |
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Two years ago, we introduced readers to a post titled ‘Value Investing Revisited’. Today, we’re excited to continue exploring similar themes. For those wondering about the name Value Punks, it was initially a playful nod to the NFT craze, s...
A lot has happened since we published our Disney thesis back in February. On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron DeSantis. In media,...
In October 2022, we published our analysis on Nu Holdings when its stock was trading at just $4 per share. At that time, it was flying under the radar, with little to no discussion about it on fintwit. Fast forward to today, and the stock h...
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Subscribe to the newsletter for high quality analysis and unique insights on international stocks. You can expect one deep-dive research every month, along with intermittent posts on other relevant topics.
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Prowling for mispricings, learning plenty, and enjoying the ride.
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