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)