Some links

Howard Marks with a new memo mainly on decision under uncertainty

TGV Rubicon with their 2019 letter to investors

Scott Galloway on the chances of Casper actually doing an IPO

Forager discusses a few positions of their international fund

Some ideas from a recent stock conference called MOI (incl. Cars.com…ugh)

Stratchery on Visa’s acquisition of Plaid (for 50x revenue…..)

OTC adventures has discovered a nice exotic French stock

8 comments

  • Fantastic blog! Sir, have you researched Neurones? French owner-led IT company that is cash-rich and valued very attractively.

  • GNP-GlobalNosePicking

    Transactions (both financial as non financial) with card are moving to cellphones (who does like to carry N cards in the wallet?!). Pay-card operators (Visa & co) need to secure a leading position in mobile-app payments. Else, business will be gone. Question however will be how many e-payment operators will survive. And which of them !!! Any insight on that would be terrific !

  • Kuppy’s from Adventures In Capitalism. Dave Waters is the OTC Adventures Chap.

  • Isn’t that from Dave Waters, who publishes on https://otcadventures.com/? Kuppy publishes on https://adventuresincapitalism.com/. Similar, but different. Thanks for the links, good as always!

  • Thomas Bachrach

    Noticed a typo in this email FYI… OTC Adventures is Dave Waters (Alluvial Capital), not Harris „Kuppy“ Kupperman (Praetorian Capital).
    Thanks for the continued great content, I enjoy your blog.
    *Thoma**s J. Bachrach, CFA* *| *Principal
    *PFH* *Capital* *|* http://www.pfhcap.com *| **M* +1 215.416.2512
    On Sat, Jan 18, 2020 at 2:34 AM value and opportunity wrote:
    > memyselfandi007 posted: „Howard Marks with a new memo mainly on decision > under uncertainty TGV Rubicon with their 2019 letter to investors Scott > Galloway on the chances of Casper actually doing an IPO Forager discusses > a few positions of their international fund Some ideas f“ >

  • Unfortunately the link for the exotic french stock is not working..

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