Some links

Undervalued Shares has a great feature about the “Klement on Investing” blog

FTAlphaville is not impressed by Uber’s plans for profitability

Valuesque with another interesting  “accounting deep dive”, this time on Northgate Plc

2019 letter to shareholdersof TGV Intrinsic (incl. TomTom write-up)

The Annual letter 2019 of Tyro Capital includes some great stuff on stock picking

Bruce Packard on the current “Quant winter”

A great deep dive into the risks and opportunities for Spotify

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