43 | Value Punks, Global Value Investing

<p><span style="font-weight: 400;">My guests today are Daye Deng and Balkar Sivia from Value Punks. </span></p> <p> </p> <p><span style="font-weight: 400;">Balkar has spent a decade investing globally, in the US, Indian, and other Emerging Markets. He is a CFA charterholder and has a degree in electrical engineering from University of British Columbia. </span></p> <p> </p> <p><span style="font-weight: 400;">Daye has focused on Asian equities in his career, having worked in Hong Kong, Seoul, and Tokyo. He is fluent in Japanese and Mandarin, is a CFA charterholder and has a degree in mathematics from the University of Toronto.</span></p> <p> </p> <p><span style="font-weight: 400;">Together, they write and run Value Punks. Which is a publication focused on global stock research. Value Punks' aim is to provide independent, institutional-grade research on good and actionable ideas in a way that educates, informs, and importantly, helps build conviction.</span></p> <p> </p> <p><span style="font-weight: 400;">In today’s conversation, we cover the story and origin behind Value Punks, Value investing and what it means, and touch on a few of their interesting ideas.</span></p> <p> </p> <p><span style="font-weight: 400;">I hope you enjoy my conversation with Value Punks.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep43"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep43</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - Balkar’s Background</span></p> <p><span style="font-weight: 400;">[00:05:07] - Daye’s Background</span></p> <p><span style="font-weight: 400;">[00:07:04] - Explaining the Punk</span></p> <p><span style="font-weight: 400;">[00:08:59] - Value Punks’ strengths co