Value Punks @valuepunks
Expand and deepen your investment watchlist through our deep dives. Long-term compounding. (Now accepting writer positions! DM for info) valuepunks.substack.com Joined June 2022-
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$PTON Einhorn reads our work?
We are on a roll! Published a deep-dive on Peloton $PTON
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We are on a roll! Published a deep-dive on Peloton $PTON
We just published on $ATS which is a automation business run in the $DHR way!
$NU An update to our October 2022 Deep-Dive valuepunks.substack.com/p/nu-holdings-…
Either you are a believer in $PTON or not but the bankruptcy risk is gone and now the debates are around the potential upside. We present a scenario.
The report provides unique insights into $PTON through proprietary work on management changes and patent filings
$RTO How clueless is the management team?
We believe Rentokil eventually gets over the integration issues. As the market re-rates the stock, it has the potential to be a double in 3-4 years. Read more here: valuepunks.substack.com/p/rentokil-ini… /7
Fun fact: Berkshire was a long time owner of ServiceMaster which was parent company of Terminix. It was a good asset that was mismanaged after it was acquired by PE and then went through multiple management changes /6
We posted last week on Rentokil Initial PLC $RTO Rentokil is the largest pest control business in the US and competes with Rollins $ROL.
We just published on Hingham Institute for Savings - A family run regional bank that had been a compounder stock before the recent rout in regional banks. Can it get back on the bandwagon? Is it doomed? Find out on Value Punks substack: valuepunks.substack.com/p/hingham-inst… $HIFS $KRE
Leading to really bad returns for most players:
In an industry where airline's don't make consistent returns:
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