Some Links

Overview of “Moaty” financial companies

Carson Block features a new short idea: Penumbra Inc which literally seems to kill its clients

How TikTok works

Good story  on how once unbeatable Intel has been fully “disrupted”

Very interesting interview with Magnus Carlsen

A good collection of Q3 fund letters

The outlook for business travel looks very bleak even after a vaccine


One comment

  • Thanks for the Q3 letters link.
    I just read Bronte Capital’s letter and their take on the virus development is really interesting.

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