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Value Punks

Value Punks, Iceman Capital, Luke Emerson

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

Platform
Substack
PricingFreemiumPublishesWeekly
Issues44SubscribersRead valuepunks.substack.com

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#137
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Walt Disney Company (DIS): Part 2

Parks, ESPN, Culture, and Valuation

2 months ago
14
0
Paid

ARM: Short Squeeze

ARM’s stock is up 110% YTD. We wrote about ARM a few months ago and reckoned that intrinsic value for ARM is a bit lower than the IPO price. In hindsight, it was perhaps a limitation of our imagination. We should have added the following in...

2 months ago
24
1

HDFC Bank: An Update

HDFC Bank reported earnings last week. The next day the stock fell 8% followed by another 4% the day after. HDFC Bank is one of India’s bluest blue chip stocks with a reputation for being a high quality compounder.

3 months ago
48
2

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 Emerson
  • Frequently Asked Questions

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