Some links
A good overview on African capital markets from Ashmore
The Brooklyn Investor with another great all-around post (Streeaming, Malone, bubble watch)
VC “Guru” Paul Graham on bus ticket collectors and the importance of obsessions for success
The yetanothervalueblog with one of its typical wide ranging posts (
Some interesting ideas taken out of Q3 hedge fund letters (ATT, Luxotica etc.)
Forager’s 2019 Book recommendations
Morgan Housel recommends not to follow any gurus
value and opportunity 