Research on International Stock Ideas, Value Punks

Value Punks

Value Punks’ mission is to deliver institutional-grade research on international stock ideas in a digestible, reader-friendly format.

At Value Punks, we blend our background in traditional value-investing with an openness to embrace a constantly and rapidly evolving investment and business landscape.

Research on International Stock Ideas

Institutional-Grade Research

Equity Bottom-Up

<ul><li>A lot has happened since we published our Disney thesis back in February.</li><li>On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron DeSantis.</li><li>In media, Disney posted its first streaming profit—ahead of schedule—and secured the NBA’s coveted “A Package,” though it came with a hefty price tag.</li></ul>

A lot has happened since we published our Disney thesis back in February.On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron DeSantis.In media, Disney posted its first streaming profit—ahead of schedule—and secured the NBA’s coveted “A Package,” though it came with a hefty price tag.

The Walt Disney Co

Revisiting the Disney Thesis