Some links

Muddy Waters is short Casino and thinks parent Rallye is worth zero. Good that I filtered Rallye out quickly. Last year, Rallye was still presented as a “value investment” (Never buy a story)

The Brooklyn Investor takes a look at Ametech, a stock held by Lou Simpson

A hard value investing lesson from the Oil & Gas sector

The big Fintech bubble already shows some weakness

John Hempton’s (Bronte) somehow sceptical November report

Finally a video of a lecture from “deep value” guru Peter Cundill (2005)

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