value and opportunity

Great interview with Dan Rasmussen from Verdad Capital 

A few very good lessons from Todd Wenning on starting an Asset Management firm

A good rule of thumb on when to invest into interesting Spin-off stocks

Interesting analysis what is going on in “Private Credit” from Edelweiss Capital

Everything from the Sector Stories Substack is worth reading. The Q4 Global Spirits overview is no exception to this.

Great deep dive from Prof. Damodaran why everyone needs to find his own long term  investment philosophy

Check out “DeathbyClawd”, a funny online tool that will check any company on its ability to survive the “SaaSpocalypse”