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Thesis updates

Bayer AG
"The most difficult year of our turnaround"
May 19 • 
DuckPond Value Research
9
Bayer AG Update
Turnaround phase II: The oblivion
Aug 15, 2024 • 
DuckPond Value Research
11
4
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
7
2
Capri: Round 2
The Legal Battle
May 15, 2024 • 
DuckPond Value Research
Ā andĀ 
Pedro
7
Bayer AG Update
Still a potential turnaround
Mar 6, 2024 • 
DuckPond Value Research
10
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