Some links

A short thesis for Dunkin Brands

A very interesting article on US fast food franchises and what Chick- fil-A does differently

The UK Value Investor with a “post mortem” of his Aggreko position

ZephyrDatabase with the next installment of its All Belgian Share project

The 2019 annual report of the TGV Truffle fund

Some interesting technical observations on Tesla’s short interest

Now this imakes an interesting pair: Paul Singer’s Elliott goes activist on Masa Son’s Softbank




Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.