Archive - The Value Pond

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

May 2024

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…

May 27, 2024 •

DuckPond Value Research

The Legal Battle

May 15, 2024 •

DuckPond Value Research

and

Why To Watch From The Sidelines

May 7, 2024 •

DuckPond Value Research

March 2024

Waste management polish small-cap.

Mar 20, 2024 •

DuckPond Value Research

A brief macro analysis

Mar 18, 2024 •

DuckPond Value Research

Bayer AG Update

Still a potential turnaround

Mar 6, 2024 •

DuckPond Value Research

January 2024

Capri Holdings Limited

Special situation: Merge arbitrage

Jan 11, 2024 •

DuckPond Value Research

and

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