Some links

Some really good advice on how and for what to use Twitter

Morgan Housel with a big post on 17 “common mental models

Value Situations with a write up on Spin-off Wickes Group Plc

Interesting Twitter thread on how much wheat could actually be missing from world markets due to the Ukraine War (Spoiler: very little). From the same author some facts on fertilizer as well.

Despite the “tech crash”, private Ultra Fast delivery start-up Getir is able to raise money at a record valuation

Some thoughts on what might have triggered Buffett’s interest in Alleghany

The low beta premium seems to be mostly an illiquidity premium

One comment

  • Could you please check the link of “The low beta premium seems to be mostly an illiquidity premium”.

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