Value Punks
Value Punks, Iceman Capital, Aquitaine Equity Research, Balkar SiviaValue Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 58 | Subscribers | Read | valuepunks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Hiatus
Writing, researching, and producing high-quality content is never just about filling space - it’s about delivering insight, depth, and value. Lately, we’ve found that our ideas haven’t been meeting our standards. Instead of forcing creativi...
Warrior Met Coal Inc.
Mohnish Pabrai, a legendary investor, who recently took a big position in Warrior, commented
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...
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,...
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Authors
The writers behind this newsletter.
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.
...
Compelling, deeply researched risk/reward opportunities for long-term investors. Published ideas up 78% vs. 34% for the S&P 500 Equal Weight Index.
Frequently Asked Questions
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