Monday, March 18, 2024
HomeValue InvestingSome links 8/2024 | value and opportunity

Some links 8/2024 | value and opportunity

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



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