Rob Vinall’s RV Capital 2023 letter as always is a great read with soem controversial views (China, PDD, Carvana)
I have to admit that Augustusville “outbored” me with its write-up on German small cap Nordwest-Handels AG
Great list of the necessary attributes for a long term successful investment process from Flyoverstocks
A great reminder: Patience is key for long term investment success
Ben Carlson with 20 great lessons from 20 years of investing
Wolfgang Klement on “post eanings drift” in stocks that are dominated by retail investors
Good write-up on Var Energi from the “modern Investing” substack
