📌What You'll Find Here

Here you will find articles and reflections on finance and investment, focused mainly on company analysis. The content is divided into:

• 🔍 Full investment thesis: The soul of the blog. Here you will find complete investment theses, with a value philosophy, always seeking a margin of safety, thinking on long term and with skin in the game.

• 🔄 Updates: Here you will find updates on the main theses when circumstances require it. For quarterly updates, you can follow me on X @duckpondvr.

• 📰 Articles: In this section, you will find sector analyses, reflections on investment mistakes, or brief insights into some companies I follow.

🦆About The Value Pond

The pond I had in mind when I titled the blog is a quiet place, lost in the Dolomites, where almost nothing ever happens. For me, in investing, that is achieved by applying the principles that Buffett, Howard Marks, Seth Klarman, or Peter Lynch have taught all investors.

For me, "Margin of safety" is non-negotiable, "long-term" is not just a mantra, and "skin in the game" is not just a poster on the wall.

👤Behind the scenes

My name is Juan and I live in Spain. I have been a Financial Analyst in multinational companies and Financial Director of an SME. My experience as a CFO led to start managing wealth, something that had always interested me but I didn't see as professionally possible.

I currently manage a family office and collaborate as an independent analyst for others. Company analysis is my day-to-day, and writing this blog is a way of committing to the quality of my work and continuous improvement.

If you want to know more about me or contact me, you can do so through my LinkedIn or X.

Disclaimer: Before investing, do your homework. Duckpond is not registered as a financial advisor, and therefore the information published is for informational purposes only and does not constitute, in any case, an investment recommendation.