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Some hyperlinks | worth and alternative

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Nice 2022 portfolio evaluation of the very eccletic Rising Worth weblog

Regardless of the lacklustre efficiency, Terry Smith’s Fundsmith annual letters are nonetheless an awesome learn. 2022 isn’t any exception

Describing 2022 as an excellent 12 months for David Einhorn could be a large understatement

Fascinating deep dive right into a Canadian Port logistics firm referred to as Logistec

2022 letter from TGV Companions (Ferguson, Mutui, Tucows; Bare Wines)

Seawolf Capital, run by a “Large quick” veteran, was up +169% final 12 months

Some fascinating insights how a lower in inhabitants interacts with the financial system


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