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Value Punks

Value Punks, Iceman Capital, Luke Alan Emerson, Balkar Sivia

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues56SubscribersRead valuepunks.substack.com

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#186
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Five Key Lessons from Hedge Fund Market Wizards

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 month ago
9
0

Revisiting the Disney Thesis

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,...

2 months ago
21
5

Nu Holdings - a blueprint for Fintech Success

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...

3 months ago
16
2

Peloton: Survival of the Fittest

The Patents and Other Moves Wall Street Is Missing

3 months ago
10
0
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Authors

The writers behind this newsletter.

  • Value Punks

    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.

  • Iceman Capital

    ...

  • Luke Alan Emerson

    Prowling for mispricings, learning plenty, and enjoying the ride.

  • Balkar Sivia
  • Frequently Asked Questions

    How can I access the email archive for Value Punks?

    You can find recent issues that have been published by Value Punks on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

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    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Value Punks using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters similar to Value Punks?

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