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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
Issues54SubscribersRead valuepunks.substack.com

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#162
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

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...

a month ago
14
2

Peloton: Survival of the Fittest

The Patents and Other Moves Wall Street Is Missing

2 months ago
8
0
Paid

Rentokil - an update

In June 2024, we conducted an in-depth analysis of Rentokil when its stock price was near the current level. Shortly after, Nelson Peltz took a stake in the company and the ex-CEO of BT sparked speculation about potential interest from priv...

2 months ago
6
0

ATS Corporation

A mini Danaher on the cheap!

2 months ago
3
0
Paid

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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