Rob Vinall has sent another “Postcard from Around the World”
Larry Swedrow shows (once again) that most active funds underperform their Benchmarks
Great article on the virtues of investing into “Controlled” companies
Interesting first part of an “Airport deep dive” series with many interesting details
Nice deep dive into UK’s Games Workshop from the Stoa Capital substack
Timely FT article on the foolishness of taking Private Equity IRRs seriously
Edelweiss Capital with a deep dive into fraudulent Intercompany accounting (Pescanova & Wirecard)
