Some Links
Interesting long read about Matt Mullenweg who wants to create the “Berkshire of the Internet”.
Deep dive into soon to be listed PE stalwart TPG from Marc Rubinstein
Some insights into what you actually get when you buy an NFT (hint: It’s not even the pixels…)
Great Morgan Housel post on the power of stories and irrational actors
A good reminder from Morningstar, how awful SPAC deals are for “non-promoters”…
After a few decades of deflation, Japan looks cheap from a currency perspective
The Alpha Vulture blogs celebrates 10 years and an incredible track record of 30% p.a.
value and opportunity 