Saturday, January 28, 2023
HomeValue InvestingSome hyperlinks

Some hyperlinks

A Netflix Doku on Abercrombie & Fitch seems to be like  a “should watch” for any investor excited about retail shares

The ProfitHunting weblog on Aussie LNG participant Woodside Vitality

A great reminder that consistent outperformance of lively fund managers is the unsuitable metric to give attention to

Nice take on Twitter by Prof. Damodaran and some very strategic ideas on Twitter from Ben Thompson

Attention-grabbing background story on merchandising machines

The Q1 report from Bireme is value studying (Netflix)

Kerrisdale is brief the “Trump SPAC”. Even amongst all of the shitty SPACs, this one smells particularly dangerous


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