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Value Punks
Research on International Stock Ideas
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Value Punks
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South Korea
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16 December 2021
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Recent
bearish
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ARM Holdings
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13 Feb 2024 07:08
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Syndicated
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.
Value Punks
364 Views
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bullish
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The Walt Disney Co
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08 Feb 2024 07:39
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Syndicated
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.
Value Punks
174 Views
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bullish
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HDFC Bank
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22 Jan 2024 08:35
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Syndicated
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...
Value Punks
384 Views
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bullish
•
Epam Systems
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25 Jul 2023 07:25
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Syndicated
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.
Value Punks
251 Views
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bullish
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Global Blue Group Holding AG
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09 Jun 2023 07:51
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Syndicated
Small Cap Idea: Global Blue (GB)
The company provides the backend for refund processing, which includes software installed at merchants and service locations like kiosks and...
Value Punks
301 Views
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