Wizz Air and other live thesis

A collection of live investment thesis on Youtube: Grifols, Bayer, Forvia and Wizz Air.

22 hrs ago • Juan - The Value Pond

9

Semapa (LSI: SEM) — ~50% discount and a potential catalyst

Net cash, listed assets a ~50% discount and a potential takeover.

May 18 • Juan - The Value Pond

11

1

📊 The Pond Tracker | Apr '26

Investing is sometimes about facing discomfort.

May 1

9

April 2026

Wizz Air✈️ (LON: WIZZ) — Thesis Update

Short-term shocks are long-term opportunities. Here is why WizzAir still holds despite the drop.

Apr 24 • Juan - The Value Pond

9

1

Dunelm (LON: DNLM) - Full thesis

20 years of uninterrupted growth, 8-10% dividend yield, and a structural question about urban stores that determines whether this is a stalwart or a…

Apr 16 • Juan - The Value Pond

9

3

Dunelm

A first look

Apr 1 • Juan - The Value Pond

9

1

March 2026

Going Serious

Track Record, Proof of Work & What Comes Next

Mar 30 • Juan - The Value Pond

9

1

Going paid

Flight to the quiet Pond.

Mar 26 • Juan - The Value Pond

11

1

📊 The Pond Tracker | Mar '26

War invoice.

Mar 10

10

2

Forvia (FRA: FRVIA) - Update

Addition by Subtraction

Mar 1 • Juan - The Value Pond

15

2

February 2026

📊 The Pond Tracker | Jan '26

Performance Review & Active Theses

Feb 1

11

4

1

January 2026

Foraco (TSE: FAR) - Full thesis

A small-cap second derivative thesis on gold/copper fever

Jan 9 • Juan - The Value Pond

21

4