Interesting “first hand” small cap activist experience by Ragnar the pirate.
Citron Research is short Zillow
Great write up on AGCO, an interesting US based agricultural equipment company from Wertart Capital
Lots of investor letters from Bridgewater (Ray Dalio)
Frenzel & Herzing with a very good update on Hornbach Baumarkt. My last remaing German “Value stock”…..