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![DuckPond_VR Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1724125092244840448.png) DuckPond Value Research [@DuckPond_VR](/creator/twitter/DuckPond_VR) on x XXX followers
Created: 2025-06-20 08:56:28 UTC

📌List of contents in The Value Pond (link bio & answer)  

Full thesis published:
06/25 - 🇫🇷Forvia(Autoparts) 🔄
03/25 - 🇬🇧Dowlais (Autopats) 🔄
01/25 - 🇩🇪Dräger (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 & updates published on Seeking Alpha.

 $DWL $DRW8 $DRW3 $LBTYK $LBTYA $BSS.MI $FRVIA $BSS $MBR $BAYN $BAYRY $FTK.de $FTK $IAG $ICAG


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1935985089759809903/c:line.svg)

**Related Topics**
[$baynsg](/topic/$baynsg)
[serv](/topic/serv)
[$gifof](/topic/$gifof)
[$grfmc](/topic/$grfmc)
[$dwll](/topic/$dwll)
[$lbtya](/topic/$lbtya)

[Post Link](https://x.com/DuckPond_VR/status/1935985089759809903)