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Bayer AG Update
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Mo-Bruk
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Bayer AG
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Biesse SpA
 • DuckPond Value Research
Sunrise, imminent spin-off
 • DuckPond Value Research and Pedro
1
Capri Holdings Limited
 • DuckPond Value Research and Pedro
1
Bayer AG Update
Turnaround phase II: The oblivion
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DuckPond Value Research
2
Opportunity Cost
Being right is good. Being right within the right timeframe is great.
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DuckPond Value Research
Bayer & Mo-Bruk Q1 Update
Today this Substack has now been alive for six months, and it is a great pride to have reached 3,000 visits and 80 followers in this time, despite…
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DuckPond Value Research
2
Capri: Round 2
The Legal Battle
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DuckPond Value Research
 and 
Pedro
Grifols
Why To Watch From The Sidelines
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DuckPond Value Research
Mo-Bruk
Waste management polish small-cap.
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DuckPond Value Research
Poland
A brief macro analysis
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DuckPond Value Research
Bayer AG Update
Still a potential turnaround
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DuckPond Value Research
Capri Holdings Limited
Special situation: Merge arbitrage
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DuckPond Value Research
 and 
Pedro
1
The Value Pond
The Value Pond
Seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats
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