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@DuckPond_VR "Howard Marks is betting on Argentina . He has X% of his portfolio invested in these companies $VIST - Vista Oil & Gas S.A.B. de C.V. $TEO - Telecom Argentina S.A. $PAM - Pampa Energa S.A. $YPF - YPF S.A. $BMA - Banco Macro S.A"
X Link @DuckPond_VR 2024-05-17T05:52Z 1018 followers, XXX engagements

"Time to explore Gas & Oil. $TGS"
X Link @DuckPond_VR 2025-09-10T07:28Z 1018 followers, XXX engagements

"📌List of contents in The Value Pond (link bio & answer) Full thesis published: 09/25-WizzAir(Airlines) 🔄 06/25 - Forvia(Autoparts) 🔄 03/25 - Dowlais (Autoparts) 🔄 01/25 - Drger (Health Equipment) 🔄 10/24 - Liberty (Telcom) 🔄 10/24 - Biesse (Machinery) 🔄 07/24 - Grifols* (Pharma-Plasma) 03/24 - Mo-Bruk (Waste serv) 🔄 12/23 - Bayer AG (Agro-Pharma) 🔄 Special situations 10/24 - Sunrise✅ 01/24 - Capri❌ Other articles 02/25 - Degiro: Value to Growth 07/24 - Opportunity cost applied to IAG 03/24 - Poland Macro Analysis Expected updates 🔄 Thesis completed ✅ Thesis failed ❌ *Grifols thesis"
X Link @DuckPond_VR 2025-10-15T17:27Z 1018 followers, XXX engagements