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Some hyperlinks 1/2024
Some good yr finish critiques:– Bruce Packard with a 2023 revew, some UK concepts and a inventory write-up multi function– One other, UK small cap targeted yr finish overview from Maynard Payton– Very mirrored Yr finish overview from the Treasure Looking substack– Altay Capital with a yr finish overview of its Japanese inventory basket
Ian Cassel with an article that I additionally needed to put in writing however now don’t need to: The advantage of Lively Persistence
Undervalued Shares with an ideal publish on Hilton
52 irrelevant however extremely fascinating issues Kent Hendricks realized in 2023
Veteran VC Fred Wilson with a really optimistic outlook on 2024 (AI, Web3, Local weather)
Attention-grabbing deep dive into US Metal, which as soon as was the biggest firm of the world
The annual presentation of Ben Evans is at all times price studying – “AI and all the pieces else”
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