value and opportunity

Marc Rubinstein with his Adventures in Cryptoland

Recommended: A surprisingly good (German) Reddit forum on Investing and stock analysis

Prof. Damodaran with a very comprehensive post on inflation and potential impacts on asset prices.

Morgan Housel explains why real long term thinking is hard

A good collection of Spin-off related links

A great “Post mortem” analysis of an investment (Viacom) with important conclusions

Very good examples on company growth that does not create value