Some links
Eddie Elfenbein’s Buy list 2019 has been released last week
The Bull, Bear and Value blog with a 2018 portfolio recap
Nope, US Steel stocks did not benefit from the steel tarifs
Some notes from a Value Investing Conference in NYC (h/t Valueinvestingworld)
Cautious remarks from Fred Wilson on the cash burn of VC backed companies
An interesting book list from A16Z
Great advice from Ryan Holiday on how to create better habits
Bill Gates explains what he has learned in 2018
Eddie Elfenbein’s 2019 Buy list features many companies that would be signed up by Fundsmith as well: Becton Dickinson, Church & Dwight, Intercontinental Exchange, Moody’s, Stryker (and in the past they had JM Smucker, which they sold ahead of the downturn) …
Thanks for sharing these. So you know, the link to value investing world doesn’t work, you may want to check how you formatted it.
thanks. Should work now
Could you check Some notes from a Value Investing Conference in NYC link, it seems broken.
Thanks
Link to (h/t Valueinvestingworld) seems to be broken