Archive - The Value Pond

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26 •

DuckPond Value Research

Forvia, a market paradox.

Rarely is it truly the end

Jun 19 •

DuckPond Value Research

May 2025

"The most difficult year of our turnaround"

May 19 •

DuckPond Value Research

March 2025

Dowlais Part II

Merger or not? It doesn't matter

Mar 24 •

DuckPond Value Research

The (endless) capital cycle

Mar 21 •

DuckPond Value Research

February 2025

When value turns growth

Feb 7 •

DuckPond Value Research

January 2025

Legacy Vs Competition

Jan 23 •

DuckPond Value Research

October 2024

Sunrise or Liberty Global?

Which one to bet on! - Part 2: Analyzing the main strategies to play this special situation.

Oct 31, 2024 •

DuckPond Value Research

and

Sunrise, imminent spin-off

Investment Thesis - Part 1

Oct 31, 2024 •

DuckPond Value Research

and

Italian small-cap, key player in a cyclical sector.

Oct 23, 2024 •

DuckPond Value Research

August 2024

Bayer AG Update

Turnaround phase II: The oblivion

Aug 15, 2024 •

DuckPond Value Research

July 2024

Opportunity Cost

Being right is good. Being right within the right timeframe is great.

Jul 9, 2024 •

DuckPond Value Research

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