Some links

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MSA Capital 2021 annual letter (Sytem1, ABF)

Interesting 2021 Letter from a fund I didn’t know: Curreen Capital

2021 Shareholder letter from newly founded REQ Capital (Constellation Software)

Fundsmith 2021 letter to shareholders (Unilever)

Lou Simpson, the legendary CIO of GEICO passed away last week

A great in-depth look into the Beanie Baby Bubble in the late 90s

Joachim Klement with interesting stats on National differences in productivity

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