Some Links

Interesting collection of Asian Stock ideas “borrowed” from fund letters

Food for thought: Morgan Housel on external vs. internal Benchmarks

Swen Lorenz on Naked Wines after the Hedge Fund Pitch

John Hempton (Bronte Capital) September letter to investors

Interesting stock picking/investment process from Junto (h/t S4V)

John Kingham with a deep dive into Next Plc

A good pitch for as travel recovery play

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