Value Punks

Expand and deepen your investment watchlist through our deep dives. Long-term compounding.

(Now accepting writer positions! DM for info)

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$PTON

Einhorn reads our work?

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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

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We just published on $ATS which is a automation business run in the $DHR way!

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$NU

An update to our October 2022 Deep-Dive

https://t.co/O0eJqdjSsp

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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.

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We are on a roll!

Published a deep-dive on Peloton $PTON

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The report provides unique insights into $PTON through proprietary work on management changes and patent filings

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$RTO

How clueless is the management team?

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We just published on $ATS which is a automation business run in the $DHR way!

[Value Punks @valuepunks]

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: https://t.co/M5qTH5myY2

/7

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We posted last week on Rentokil Initial PLC $RTO

Rentokil is the largest pest control business in the US and competes with Rollins $ROL.

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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

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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:
https://t.co/jTNaJs4JRT

$HIFS $KRE

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$RYAAY has done this:

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In an industry where airline's don't make consistent returns:

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Leading to really bad returns for most players: