Some links
Berkshire Letter to Shareholders 2020
Broyhill Q4 Letter including a write up on Sam Zell’s Equity Commonwealth (EQC)
YetAntotherValueBlog with its wide ranging monthly post (Virtu, SPACs etc.)
Sneakers have become a financial asset class including, indices, exchanges and of course HFT bots
Digital block chain linked videos seem to become a “hot” asset as well
Clark Street Value on the Technip Energy Spin-off situation
RagnarisaPirate really likes Thryv
Risks models, as bridges, can be highly succesful & sophisticated for 20 years until… https://youtu.be/_gEMep8xLHk