Some links
Incredible story how 7 UK oil traders made 660 mn USD when the oil price went negative in April
Investment outlook from Broyhill Asset Management on the “return of Value”
Fred Liu (Hayden Capital) is up 200% this year and likes Afterpay from Australia
Fascinating deep dive into the API economy (Twilio)
Investment advice from 100 years ago (Spoiler: Still highly relevant)
Swen Lorenz from Undervalued Shares likes FEMSA
December update on mostly US spin-off situations
value and opportunity 
Thanks for the links. The mindsetvalue substack is interesting.