Some Links
Overview of “Moaty” financial companies
Carson Block features a new short idea: Penumbra Inc which literally seems to kill its clients
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
value and opportunity 
Thanks for the Q3 letters link.
I just read Bronte Capital’s letter and their take on the virus development is really interesting.