Sunday, February 11, 2024
HomeValue InvestingSome links 05/2024 | value and opportunity

Some links 05/2024 | value and opportunity

Some more fund letters from the TGV family of funds:
 - TGV Partners (Software Circle, United Internet, Tucows)
 - TGV Compound Interest (EQS Group, Naked Wines)
 - TGV Rubicon Stockpicker (United Internet, hgears, Agfa etc.)
 - TGV Falkenstein (German, Energiedienst, Energiekontor, Compugroup)

Carson Block/Muddy Waters is (once again) short Prem Watsa’s Fairfax

Abilitato with a great (German language) write up on German Insulation company Sto

Stratechery’s Ben Tompson has been somehow underwhelmed by Apple’s vission pro

Davis Einhorn spoke with Barry Ritholz about the “broken market” and other things

A great collection of financial blogs from the “Awesome Goat Blog”

Gravity batteries in old abandoned mine shafts look like an interesting idea



Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments