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Some links 05/2024

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Some extra fund letters from the TGV household of funds: - TGV Companions (Software program Circle, United Web, Tucows) - TGV Compound Curiosity (EQS Group, Bare Wines) - TGV Rubicon Stockpicker (United Web, hgears, Agfa and so forth.) - TGV Falkenstein (German, Energiedienst, Energiekontor, Compugroup)

Carson Block/Muddy Waters is (as soon as once more) brief Prem Watsa’s Fairfax

Abilitato with an incredible (German language) write up on German Insulation firm Sto

Stratechery’s Ben Tompson has been in some way underwhelmed by Apple’s vission professional

Davis Einhorn spoke with Barry Ritholz in regards to the “damaged market” and different issues

An amazing assortment of monetary blogs from the “Superior Goat Weblog”

Gravity batteries in outdated deserted mine shafts seem like an attention-grabbing thought

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