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📊 The Pond Tracker | Mar '26
War invoice.
Mar 10
10
1
Forvia Revision
Addition by Subtraction
Mar 1
•
The Value Pond
15
1
📊 The Pond Tracker | Jan '26
Performance Review & Active Theses
Feb 1
11
4
1
Bayer AG
"The most difficult year of our turnaround"
May 19, 2025
•
The Value Pond
9
4
Bayer AG Update
Turnaround phase II: The oblivion
Aug 15, 2024
•
The Value Pond
11
4
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
•
The Value Pond
7
2
Capri: Round 2
The Legal Battle
May 15, 2024
•
The Value Pond
and
Pedro
7
Bayer AG Update
Still a potential turnaround
Mar 6, 2024
•
The Value Pond
10
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