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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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#176
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...

2 months 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?

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