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Rob Vinall’s RV Capital 2023 letter as all the time is a superb learn with soem controversial views (China, PDD, Carvana)
I’ve to confess that Augustusville “outbored” me with its write-up on German small cap Nordwest-Handels AG
Nice listing of the mandatory attributes for a long run profitable funding course of from Flyoverstocks
A fantastic reminder: Endurance is vital for long run funding success
Ben Carlson with 20 nice classes from 20 years of investing
Joachim Klement on “publish eanings drift” in shares which might be dominated by retail buyers
Good write-up on Var Energi from the “trendy Investing” substack
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