Thesis

Apr 1 • The Value Pond

Forvia Revision

Addition by Subtraction

Mar 1 • The Value Pond

Foraco: Long before the Metal

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

Jan 9 • The Value Pond

Came for the value, stayed for the growth.

Sep 16, 2025 • The Value Pond

Forvia, a market paradox.

Rarely is it truly the end

Jun 19, 2025 • The Value Pond

Dowlais Part II

Merger or not? It doesn't matter

Mar 24, 2025 • The Value Pond

The (endless) capital cycle

Mar 21, 2025 • The Value Pond

Legacy Vs Competition

Jan 23, 2025 • The Value Pond

Sunrise or Liberty Global?

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

Oct 31, 2024 • The Value Pond and Pedro

Sunrise, imminent spin-off

Investment Thesis - Part 1

Oct 31, 2024 • The Value Pond and Pedro

Italian small-cap, key player in a cyclical sector.

Oct 23, 2024 • The Value Pond

Why To Watch From The Sidelines

May 7, 2024 • The Value Pond

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