Some links

Two links to Q1 fund letters: Link 1 & Link 2  (h/t Valueinvesting World)

A great story about the Luckin Coffee fraud

Great long read on Exxon and their current issues

Some deep thoughts on (US ) airlines (fuel hedging, network effects, Southwest)

The Undervalued Shares blog on activist investing in Germany/Europe (Agfa Gevaert)

The currently very productive Profit Hunting blog looks at Brookfield Infrastructure Partners

It might still take a while before “Value stocks” come back


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