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Value Punks

Value Punks
Institutional-Grade Research

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22 Oct 2024 19:26Syndicated

Revisiting the Disney Thesis

On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron...

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bearishARM Holdings
13 Feb 2024 07:08Syndicated

ARM: Short Squeeze

ARM’s stock is up 110% YTD. We wrote about ARM a few months ago and reckoned that intrinsic value for ARM is a bit lower than the IPO price.

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08 Feb 2024 07:39Syndicated

The Walt Disney Company (DIS): Part 1

Not so long ago, Disney's share price was nearing the $200 mark, despite the pandemic's severe impact on its Parks and Resorts business.

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bullishHDFC Bank
22 Jan 2024 08:35Syndicated

HDFC Bank: An Update

HDFC Bank is one of India’s bluest blue chip stocks with a reputation for being a high quality compounder.What happened and where do we go from...

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bullishEpam Systems
25 Jul 2023 07:25Syndicated

Pounding the Table on EPAM

As most AI heavyweight stocks (e.g. Nvidia, Microsoft) have already soared, some investors may be left feeling that they have missed the AI bandwagon.

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