Thesis updates

📊 The Pond Tracker | Jan '26

Performance Review & Active Theses

Feb 1

Bayer AG

"The most difficult year of our turnaround"

May 19, 2025 • DuckPond Value Research

Bayer AG Update

Turnaround phase II: The oblivion

Aug 15, 2024 • DuckPond Value Research

Bayer & Mo-Bruk Q1 Update

Today this Substack has now been alive for six months, and it is a great pride to have reached 3,000 visits and 80 followers in this time, despite…

May 27, 2024 • DuckPond Value Research

Capri: Round 2

The Legal Battle

May 15, 2024 • DuckPond Value Research and Pedro

Bayer AG Update

Still a potential turnaround

Mar 6, 2024 • DuckPond Value Research

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