Some links
Shopify’s stock looks VERY expensive
Scott Galloway looks at his 2019 predictions and makes a few new ones fro 2020
Belgian Blog Zephyr Database has started the “All Belgian Shares” project. Part 1 is a great read.
Undervalued Shares has a nice post on unlisted shares
TGV Partners 2019 letter to investors
The UK Value investor with a deep dive into the reasons behind Ted Baker’s collapse
Greenlight Q4 Letter to investors and the Fundsmith 2019 letter
value and opportunity 
Opinions I respect are in a cruel conflict wrt Facebook: Galloway & alikes on one side VS best-in-class investors (T.Smith, Vinall, Lencher)
Well, looking at stuff from different angles is what Charlie Munger always advises……
Would be very interesting, as an exercise, to see how TGVpartners compares to MSCI World (which is the investment universe he takes). The letter is comparing apples to pears. Taking a different measuring bar in order to look better is a poor practice. And don’t say anymore as some people have too thin skin …
Well, I guess you could do this exercise yourself ? Or are you already exhausting your intellectual capacity by trolling this site ?