Some links
Very interesting deep dive on Amazon’s cash flow statements
Video from the annual shareholder meeting of Fundsmith (Terry Smith)
Deep read on lipid nanoparticles which made mRNA vaccines possible
In the US, Sports programming has suffered badly last year
March Spin-off links from Stock Spin-off Investing
A great reminder from Klement on Investing that currency speculation is really hard
Investor Amnesia on historic bubbles of collectibles (Rabbits, hens, Tulips…)
value and opportunity 