The Brooklyn Investor on Howard Marks, RenTech, Bubbles and other stuff
First year review of “Junto” (h/t searching4value)
Ghost kitchens meet celebrities: Innovation in the Restaurant sector
How Solar Power is “eating the energy world”
Great advice: Just buy stocks that go up and sell when it stops going up
Cathie Wood’s “Agressive growth” fund company Ark Investment is doing great
And some annual letters to investors:
I am a bit behind with reading. But with one week gone still interesting stuff. I really liked the study about solar power. Imo this brings confidence , that a climate change is possible with keeping up our economic system.
I wrote up a thought experiment (on my humble blog) testing out a strategy that just maybe what Rentec type firms use to generate such lofty results. For anyone interested. Cheers!