Some links
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
value and opportunity 