Some links

Must read: Morgan Housel trying to make sense of today’s world via five stories

Rob Vinall’s take on Wirecard

Some smart thoughts if and what type of “value investing” might work in the future

TGV Partners 6M 2020 report (DCC, TGS Nopec & others)

TGV Rubicon Stockpicker 6M 2020 report

Very good write-up/update on UK ad company System1

Interesting Freudian approach trying to explain the adversity of Americans to face masks


One comment

  • No comments allowed in your last blog post !
    Funnily when DennisHong exited Tencent, RobV enters Prosun !
    Who will be right ? 😛

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