Some links

Broyhill likes Emerging Market Airports as counter cyclical investments

Good to remember: Stock splits are only “paper shuffling” 

Fortnite maker Epic (owned by Tencent) is suing Apple and Google on app store monopoly

Great post on the almost forgotten bicycle stock bubble of the late 1890s

David Einhorn still seems to be long stuff that goes down and short stocks that go up 

Half Year letter TGV Intrinsic (Mercado Libre, FEMSA)

IAC reveals a 12% stake in MGM Resorts International and explains why

 

2 comments

  • GNP-GlobalNosePicking

    Thanks for sharing !

  • Love the Einhorn commentary.

    Cheers!

    On Sat, Aug 15, 2020 at 7:09 AM value and opportunity wrote:

    > memyselfandi007 posted: “Broyhill likes Emerging Market Airports as > counter cyclical investments Good to remember: Stock splits are only “paper > shuffling” Fortnite maker Epic (owned by Tencent) is suing Apple and > Google on app store monopoly Great post on the almost forgotten” >

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