Some hyperlinks
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 excellent learn. 2022 is not any exception
Describing 2022 as an excellent yr for David Einhorn could be an enormous understatement
Attention-grabbing deep dive right into a Canadian Port logistics firm known as Logistec
2022 letter from TGV Companions (Ferguson, Mutui, Tucows; Bare Wines)
Seawolf Capital, run by a “Massive brief” veteran, was up +169% final yr
Some fascinating insights how a lower in inhabitants interacts with the economic system