the Pond Journal #1

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

Oct 24

8

1

September 2025

Wizz Air✈️

Came for the value, stayed for the growth.

Sep 16 • 

DuckPond Value Research

18

4

July 2025

Water Intelligence

Lynch's scalability dream?

Jul 3 • 

DuckPond Value Research

13

5

June 2025

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26 • 

DuckPond Value Research

8

Forvia, a market paradox.

Rarely is it truly the end

Jun 19 • 

DuckPond Value Research

16

7

May 2025

Bayer AG

"The most difficult year of our turnaround"

May 19 • 

DuckPond Value Research

9

March 2025

Dowlais Part II

Merger or not? It doesn't matter

Mar 24 • 

DuckPond Value Research

6

Dowlais Part I

The (endless) capital cycle

Mar 21 • 

DuckPond Value Research

12

February 2025

Flatex Degiro

When value turns growth

Feb 7 • 

DuckPond Value Research

9

January 2025

Dräger

Legacy Vs Competition

Jan 23 • 

DuckPond Value Research

7

2

October 2024

Sunrise or Liberty Global?

Which one to bet on! - Part 2: Analyzing the main strategies to play this special situation.

Oct 31, 2024 • 

DuckPond Value Research

 and 

Pedro

8

2

Sunrise, imminent spin-off

Investment Thesis - Part 1

Oct 31, 2024 • 

DuckPond Value Research

 and 

Pedro

9

2