Some Links

Peak SPAC ? A non-revenue healthcare litigation company wants to be valued at 32,6 bn USD.

Half year fund letters:

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 

2 comments

  • 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” >

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