Some links

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A list of 52 interesting and surprising (general) facts

A great series on TV/Media companies at YetAnotherValueblog: Intro, part 1 -broadcasters, part 2 – networks, part 3 – sports rights

2019 seems to be a depressing year for active fund management

GreenWood on changing investment thesis and why they still like TripAdvisor

The best stock market in 2019 so far is ….Russia !!!

Q3 Letterfrom the Bireme Fundamental Value fund

The “Chinese tesla” Nio is in deep trouble

 

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