The Value Pond
by Juan - The Value Pondin 💰 Finance
The Value Pond
About the Substack
Hunting small caps | Turnarounds | Capital cycle | Special situations. Professionally managing capital 📈26% IRR since 2023. ✍️ Institutional research • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
Free Subscription Benefits
- These teasers, market commentaries and articles via The Pond Journal.
Paid Subcription Benefits
- 7-9 Full Institutional-Grade Theses per year: Thesis + Excel model
- Continuous Coverage: Periodic updates on published theses.
- Chat questions
Paid Subscription Plans
- $50 a month
- $500 a year
About Juan - The Value Pond
Independent Analyst. Hunting small caps | Turnarounds | Capital cycle | Special situations. Managing capital 📈26% IRR since 2023. ✍️ Deep dives • Articles • Portfolio updates. Margin of safety, long-term and skin in the game are non-negotiable.
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