Some Links
Peak SPAC ? A non-revenue healthcare litigation company wants to be valued at 32,6 bn USD.
Half year fund letters:
- TGV Partners (Amaysim)
- TGV Rubicon (Invision)
- Falkenstein Fund (German Power market, Energiedienst)
Fascinating paper on the massive Albanian Ponzi system of 1996-1997
Nice pitch for European stocks vs American stocks
Very interesting deep dive into Roku
And a pitch for Imperial Brands
To make it three: Write-up on Brook Compton
value and opportunity 
This MSP recovery company sounds like one to score high on the ESG charts (lol).
Glassdoor opinions https://www.glassdoor.fr/Avis/MSP-Recovery-Avis-E2052631.htm?filter.iso3Language=eng > “Consider seeing a priest, monk, or spiritual leader, to teach you to act like a decent human being.”
That spac lionheart is startling. Wow.
On Sun, Jul 18, 2021 at 9:22 AM value and opportunity wrote:
> memyselfandi007 posted: “Peak SPAC ? A non-revenue healthcare litigation > company wants to be valued at 32,6 bn USD. Half year fund letters: TGV > Partners (Amaysim) TGV Rubicon (Invision) Falkenstein Fund (German Power > market, Energiedienst) Fascinating paper on the massive Alba” >