Thesis updates

Bayer AG

"The most difficult year of our turnaround"

May 19 • 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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts