value and opportunity

A long term reader has started an interesting blog called smallcapseurope.com. Check it out !

Another super interesting new blog with a focus on valuation techniques is Lawbitrage & The Art of Company Valuation. Highly recommended !!!

Very smart article why most institutional investors have very short time horizons

Undervaluedjapan with a nice write up on a super cheap Japanese steel company

Great deep dive on the demise of footnoted.com and the fight with a super secretive quant hedge fund

How Charles Schwab transformed itself into a finance giant

The UK value investor with a great take on the “Covid-19 lottery” within his portfolio