Articles

Water Intelligence

Lynch's scalability dream?

Jul 3 • DuckPond Value Research

🎯The Art of Execution

A practical approach and a free Excel template

Jun 26 • DuckPond Value Research

When value turns growth

Feb 7 • DuckPond Value Research

Opportunity Cost

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

Jul 9, 2024 • DuckPond Value Research

A brief macro analysis

Mar 18, 2024 • DuckPond Value Research

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 • DuckPond Value Research

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 • DuckPond Value Research

Specialty Chemicals: Flavors & Fragances

A Value Pond behind Consumer Staples

Nov 12, 2023 • DuckPond Value Research

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