value and opportunity

Must read: Thoughts on investing (and life) from “The undercover Fund Manager”

Some thoughts on who might be paying the bill for Evergrande’s default and the impact on the Chinese Financial System

Is Facebook the “cigarette industry” of the digital age ? 

Prof. Damodaran is no big fan of ESG Investing 

Good write up on SEA Ltd., South East Asia’s leading internet company

FrenchHiddenChampions has a nice series on Gerard Perrier (and other good stuff)

Interesting insights into the Business model of O’Reilly Automotive