Hunting for Ducks
@huntingforducks.bsky.social
Notes from a Value Investor
January 24, 2026 at 2:24 PM
Earnings recap: Netflix Inc (2025 Q4)
Warner Bros. takeover bid overshadows continued strong growth
huntingforducks.com/earnings-rec...
Warner Bros. takeover bid overshadows continued strong growth
huntingforducks.com/earnings-rec...
January 22, 2026 at 2:41 PM
Earnings recap: Netflix Inc (2025 Q4)
Warner Bros. takeover bid overshadows continued strong growth
huntingforducks.com/earnings-rec...
Warner Bros. takeover bid overshadows continued strong growth
huntingforducks.com/earnings-rec...
The news week in review: 12-16 January
The global headlines dominating the opening weeks of the year
huntingforducks.com/the-news-wee...
The global headlines dominating the opening weeks of the year
huntingforducks.com/the-news-wee...
January 17, 2026 at 4:18 PM
The news week in review: 12-16 January
The global headlines dominating the opening weeks of the year
huntingforducks.com/the-news-wee...
The global headlines dominating the opening weeks of the year
huntingforducks.com/the-news-wee...
January 12, 2026 at 1:22 PM
The news week in review: 24-28 November
The start of the US holiday season collides with economic reality
huntingforducks.com/the-news-wee...
The start of the US holiday season collides with economic reality
huntingforducks.com/the-news-wee...
November 30, 2025 at 2:54 PM
The news week in review: 24-28 November
The start of the US holiday season collides with economic reality
huntingforducks.com/the-news-wee...
The start of the US holiday season collides with economic reality
huntingforducks.com/the-news-wee...
The week in review: 17-21 November
A dour week in markets littered with negative narratives
huntingforducks.com/the-news-wee...
A dour week in markets littered with negative narratives
huntingforducks.com/the-news-wee...
November 23, 2025 at 2:45 PM
The week in review: 17-21 November
A dour week in markets littered with negative narratives
huntingforducks.com/the-news-wee...
A dour week in markets littered with negative narratives
huntingforducks.com/the-news-wee...
The end of an era
Warren Buffett calls it a day. Is it curtains for value investing too?
huntingforducks.com/the-end-of-a...
Warren Buffett calls it a day. Is it curtains for value investing too?
huntingforducks.com/the-end-of-a...
November 18, 2025 at 4:58 PM
The end of an era
Warren Buffett calls it a day. Is it curtains for value investing too?
huntingforducks.com/the-end-of-a...
Warren Buffett calls it a day. Is it curtains for value investing too?
huntingforducks.com/the-end-of-a...
The news week in review: 10-14 November 2025
Worried about US government shutdowns or China’s growth slowdown? A move to Dubai might help
huntingforducks.com/the-news-wee...
Worried about US government shutdowns or China’s growth slowdown? A move to Dubai might help
huntingforducks.com/the-news-wee...
November 15, 2025 at 4:40 PM
The news week in review: 10-14 November 2025
Worried about US government shutdowns or China’s growth slowdown? A move to Dubai might help
huntingforducks.com/the-news-wee...
Worried about US government shutdowns or China’s growth slowdown? A move to Dubai might help
huntingforducks.com/the-news-wee...
The news week in review: 3-7 November 2025
In a week when equity markets underperformed, the negative tone in the news wasn’t surprising
huntingforducks.com/the-news-wee...
In a week when equity markets underperformed, the negative tone in the news wasn’t surprising
huntingforducks.com/the-news-wee...
November 9, 2025 at 5:15 PM
The news week in review: 3-7 November 2025
In a week when equity markets underperformed, the negative tone in the news wasn’t surprising
huntingforducks.com/the-news-wee...
In a week when equity markets underperformed, the negative tone in the news wasn’t surprising
huntingforducks.com/the-news-wee...
Earnings Recap: Samsung Electronics (2025 Q3)
Korean tech giant leans heavily into AI rollout to drive profits
huntingforducks.com/earnings-rec...
Korean tech giant leans heavily into AI rollout to drive profits
huntingforducks.com/earnings-rec...
November 6, 2025 at 3:48 PM
Earnings Recap: Samsung Electronics (2025 Q3)
Korean tech giant leans heavily into AI rollout to drive profits
huntingforducks.com/earnings-rec...
Korean tech giant leans heavily into AI rollout to drive profits
huntingforducks.com/earnings-rec...
The news week in review: 27-31 October
It’s Halloween! What’s spooking the markets?
huntingforducks.com/the-news-wee...
It’s Halloween! What’s spooking the markets?
huntingforducks.com/the-news-wee...
November 1, 2025 at 4:50 PM
The news week in review: 27-31 October
It’s Halloween! What’s spooking the markets?
huntingforducks.com/the-news-wee...
It’s Halloween! What’s spooking the markets?
huntingforducks.com/the-news-wee...
October 31, 2025 at 5:37 PM
The news week in review: 20-24 October
Small indulgences and private equity trending in Asia
huntingforducks.com/the-news-wee...
Small indulgences and private equity trending in Asia
huntingforducks.com/the-news-wee...
October 26, 2025 at 7:13 AM
The news week in review: 20-24 October
Small indulgences and private equity trending in Asia
huntingforducks.com/the-news-wee...
Small indulgences and private equity trending in Asia
huntingforducks.com/the-news-wee...
Earnings recap: US large cap banks (2025 Q3)
An opportune moment to compare six financial giants side-by-side
huntingforducks.com/earnings-rec...
An opportune moment to compare six financial giants side-by-side
huntingforducks.com/earnings-rec...
October 25, 2025 at 6:26 PM
Earnings recap: US large cap banks (2025 Q3)
An opportune moment to compare six financial giants side-by-side
huntingforducks.com/earnings-rec...
An opportune moment to compare six financial giants side-by-side
huntingforducks.com/earnings-rec...
The news week in review: 13-17 October
This week’s roundup tackles the hard-hitting questions that matter
huntingforducks.com/the-news-wee...
This week’s roundup tackles the hard-hitting questions that matter
huntingforducks.com/the-news-wee...
October 18, 2025 at 2:47 PM
The news week in review: 13-17 October
This week’s roundup tackles the hard-hitting questions that matter
huntingforducks.com/the-news-wee...
This week’s roundup tackles the hard-hitting questions that matter
huntingforducks.com/the-news-wee...
KPop Demon Hunters – is it an investable theme?
Struggling to keep up with the tastes and preferences of the younger generation(s)
huntingforducks.com/kpop-demon-h...
Struggling to keep up with the tastes and preferences of the younger generation(s)
huntingforducks.com/kpop-demon-h...
October 17, 2025 at 6:10 PM
KPop Demon Hunters – is it an investable theme?
Struggling to keep up with the tastes and preferences of the younger generation(s)
huntingforducks.com/kpop-demon-h...
Struggling to keep up with the tastes and preferences of the younger generation(s)
huntingforducks.com/kpop-demon-h...
The news week in review 6-10 Oct
A heavy case of déjà vu, as the media rehashes well-worn stories
huntingforducks.com/the-news-wee...
A heavy case of déjà vu, as the media rehashes well-worn stories
huntingforducks.com/the-news-wee...
October 11, 2025 at 6:01 PM
The news week in review 6-10 Oct
A heavy case of déjà vu, as the media rehashes well-worn stories
huntingforducks.com/the-news-wee...
A heavy case of déjà vu, as the media rehashes well-worn stories
huntingforducks.com/the-news-wee...
Adding options to the portfolio
The arguments for and against using options in value investing
huntingforducks.com/adding-optio...
The arguments for and against using options in value investing
huntingforducks.com/adding-optio...
October 9, 2025 at 4:46 PM
Adding options to the portfolio
The arguments for and against using options in value investing
huntingforducks.com/adding-optio...
The arguments for and against using options in value investing
huntingforducks.com/adding-optio...
The news week in review: 29 September-3 October
A sprinkle of shifting borders, demographic dilemmas, tech pivots, and nostalgic yearning in the headlines as we race into Q4
huntingforducks.com/the-news-wee...
A sprinkle of shifting borders, demographic dilemmas, tech pivots, and nostalgic yearning in the headlines as we race into Q4
huntingforducks.com/the-news-wee...
October 4, 2025 at 4:00 AM
The news week in review: 29 September-3 October
A sprinkle of shifting borders, demographic dilemmas, tech pivots, and nostalgic yearning in the headlines as we race into Q4
huntingforducks.com/the-news-wee...
A sprinkle of shifting borders, demographic dilemmas, tech pivots, and nostalgic yearning in the headlines as we race into Q4
huntingforducks.com/the-news-wee...
The news week in review: 8-12 September
Tension at the start of the week; exuberance by the end
huntingforducks.com/the-news-wee...
Tension at the start of the week; exuberance by the end
huntingforducks.com/the-news-wee...
September 12, 2025 at 4:04 AM
The news week in review: 8-12 September
Tension at the start of the week; exuberance by the end
huntingforducks.com/the-news-wee...
Tension at the start of the week; exuberance by the end
huntingforducks.com/the-news-wee...
Earnings recap: Oracle Corporation (FY2026 Q1)
Cloud momentum builds despite headline miss
huntingforducks.com/earnings-rec...
Cloud momentum builds despite headline miss
huntingforducks.com/earnings-rec...
September 11, 2025 at 5:36 AM
Earnings recap: Oracle Corporation (FY2026 Q1)
Cloud momentum builds despite headline miss
huntingforducks.com/earnings-rec...
Cloud momentum builds despite headline miss
huntingforducks.com/earnings-rec...
The news week in review: 1–5 September
From Southern Europe to Anguilla, and from winemakers to car manufacturers, this week’s highlights have a markedly cosmopolitan flavour
huntingforducks.com/the-news-wee...
From Southern Europe to Anguilla, and from winemakers to car manufacturers, this week’s highlights have a markedly cosmopolitan flavour
huntingforducks.com/the-news-wee...
September 6, 2025 at 2:58 PM
The news week in review: 1–5 September
From Southern Europe to Anguilla, and from winemakers to car manufacturers, this week’s highlights have a markedly cosmopolitan flavour
huntingforducks.com/the-news-wee...
From Southern Europe to Anguilla, and from winemakers to car manufacturers, this week’s highlights have a markedly cosmopolitan flavour
huntingforducks.com/the-news-wee...
Earnings recap: BYD Company Ltd. (2025 H1)
EV market leader posts double-digit gains, but a challenging operating environment looms
huntingforducks.com/earnings-rec...
EV market leader posts double-digit gains, but a challenging operating environment looms
huntingforducks.com/earnings-rec...
September 5, 2025 at 7:28 AM
Earnings recap: BYD Company Ltd. (2025 H1)
EV market leader posts double-digit gains, but a challenging operating environment looms
huntingforducks.com/earnings-rec...
EV market leader posts double-digit gains, but a challenging operating environment looms
huntingforducks.com/earnings-rec...
The news week in review: 25–29 August
Berlin, Gen Z malls, and matcha are hot. Veganism, Korean golf, and US postal chaos? Not so much.
huntingforducks.com/the-news-wee...
Berlin, Gen Z malls, and matcha are hot. Veganism, Korean golf, and US postal chaos? Not so much.
huntingforducks.com/the-news-wee...
August 29, 2025 at 4:58 PM
The news week in review: 25–29 August
Berlin, Gen Z malls, and matcha are hot. Veganism, Korean golf, and US postal chaos? Not so much.
huntingforducks.com/the-news-wee...
Berlin, Gen Z malls, and matcha are hot. Veganism, Korean golf, and US postal chaos? Not so much.
huntingforducks.com/the-news-wee...
Earnings Recap: Workday Inc. (FY2026 Q2)
AI-powered solutions power revenue momentum
huntingforducks.com/earnings-rec...
AI-powered solutions power revenue momentum
huntingforducks.com/earnings-rec...
August 25, 2025 at 4:33 PM
Earnings Recap: Workday Inc. (FY2026 Q2)
AI-powered solutions power revenue momentum
huntingforducks.com/earnings-rec...
AI-powered solutions power revenue momentum
huntingforducks.com/earnings-rec...