Interesting article on the current music rights catalog “gold rush” (Hypgnosis)
Rob Vinall with some deep reflections on “Compounders”
A comprehensive list of Q4 fund letters is to be found in this quiet corner of Reddit.…
Good write-up on Polish game developer CD Project
A very interesting introduction into the “Micro PE market”
A great reminder: Check up on cognitive biases on a regular basis !!