Dunelm

A first look

Apr 1 • The Value Pond

8

1

March 2026

Going Serious

Track Record, Proof of Work & What Comes Next

Mar 30 • The Value Pond

9

1

Going paid

Flight to the quiet Pond.

Mar 26 • The Value Pond

11

1

📊 The Pond Tracker | Mar '26

War invoice.

Mar 10

10

1

Forvia Revision

Addition by Subtraction

Mar 1 • The Value Pond

15

1

February 2026

📊 The Pond Tracker | Jan '26

Performance Review & Active Theses

Feb 1

11

4

1

January 2026

Foraco: Long before the Metal

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

Jan 9 • The Value Pond

21

4

September 2025

Wizz Air✈️

Came for the value, stayed for the growth.

Sep 16, 2025 • The Value Pond

22

6

4

July 2025

Water Intelligence

Lynch's scalability dream?

Jul 3, 2025 • The Value Pond

14

5

1

June 2025

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26, 2025 • The Value Pond

8

2

Forvia, a market paradox.

Rarely is it truly the end

Jun 19, 2025 • The Value Pond

16

7

4

May 2025

Bayer AG

"The most difficult year of our turnaround"

May 19, 2025 • The Value Pond

9

4