the Pond Journal #4

"Drill, baby, drill⛏️" : The Second Derivative of the Gold & Copper Fever

Dec 13

10

2

1

November 2025

the Pond Journal #3

The Carnivorous Plants of Investing: Greenfire & the Incentive thread ⚠️

Nov 20

8

1

3

the Pond Journal #2

Fear & the two sides of Capital Cycle 🌓

Nov 6

7

1

October 2025

the Pond Journal #1

AI Bubble, Gold Haven, Beyond Meat and Hidden Opportunities in an All-Time-High Market

Oct 24

9

2

1

September 2025

Wizz Air✈️

Came for the value, stayed for the growth.

Sep 16 • DuckPond Value Research

20

6

3

July 2025

Water Intelligence

Lynch's scalability dream?

Jul 3 • DuckPond Value Research

13

5

1

June 2025

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26 • DuckPond Value Research

8

2

Forvia, a market paradox.

Rarely is it truly the end

Jun 19 • DuckPond Value Research

16

7

4

May 2025

Bayer AG

"The most difficult year of our turnaround"

May 19 • DuckPond Value Research

9

4

March 2025

Dowlais Part II

Merger or not? It doesn't matter

Mar 24 • DuckPond Value Research

6

3

Dowlais Part I

The (endless) capital cycle

Mar 21 • DuckPond Value Research

12

1

February 2025

Flatex Degiro

When value turns growth

Feb 7 • DuckPond Value Research

9

1