Thesis

Wizz Air✈️ (LON: WIZZ) — Thesis Update

Short-term shocks are long-term opportunities. Here is why WizzAir still holds despite the drop.

Apr 24 • Juan - The Value Pond

Dunelm (LON: DNLM) - Full thesis

20 years of uninterrupted growth, 8-10% dividend yield, and a structural question about urban stores that determines whether this is a stalwart or a…

Apr 16 • Juan - The Value Pond

Forvia (FRA: FRVIA) - Update

Addition by Subtraction

Mar 1 • Juan - The Value Pond

Foraco (TSE: FAR) - Full thesis

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

Jan 9 • Juan - The Value Pond

Wizz Air✈️ (LON: WIZZ) — Full thesis

Came for the value, stayed for the growth.

Sep 16, 2025 • Juan - The Value Pond

Forvia, a market paradox.

Rarely is it truly the end

Jun 19, 2025 • Juan - The Value Pond

Dowlais Part II

Merger or not? It doesn't matter

Mar 24, 2025 • Juan - The Value Pond

The (endless) capital cycle

Mar 21, 2025 • Juan - The Value Pond

Legacy Vs Competition

Jan 23, 2025 • Juan - 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 • Juan - The Value Pond and Pedro

Sunrise, imminent spin-off

Investment Thesis - Part 1

Oct 31, 2024 • Juan - The Value Pond and Pedro

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

Oct 23, 2024 • Juan - The Value Pond

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