Articles

Wizz Air and other live thesis

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

23 hrs ago • Juan - The Value Pond

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

Water Intelligence

Lynch's scalability dream?

Jul 3, 2025 • Juan - The Value Pond

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26, 2025 • Juan - The Value Pond

When value turns growth

Feb 7, 2025 • Juan - The Value Pond

Opportunity Cost

Being right is good. Being right within the right timeframe is great.

Jul 9, 2024 • Juan - The Value Pond

A brief macro analysis

Mar 18, 2024 • Juan - The Value Pond

Not all that glitter is growth

Why sometimes CAGR sales growing at 30% with 40-60% EBITDA margins and low multiples is not enough.

Dec 8, 2023 • Juan - The Value Pond

Calandro's mistake in GEICO valuation

A mistake that points out the importance of Buffet's activist role in some of his best investments

Nov 29, 2023 • Juan - The Value Pond

Specialty Chemicals: Flavors & Fragances

A Value Pond behind Consumer Staples

Nov 12, 2023 • Juan - The Value Pond

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