Some links
The Brooklyn Investor on Howard Marks, RenTech, Bubbles and other stuff
First year review of “Junto” (h/t searching4value)
Ghost kitchens meet celebrities: Innovation in the Restaurant sector
How Solar Power is “eating the energy world”
Great advice: Just buy stocks that go up and sell when it stops going up
Cathie Wood’s “Agressive growth” fund company Ark Investment is doing great
And some annual letters to investors:
TGV Partners
TGV Rubicon
TGV Truffle
Giverny Capital
Massif Capital