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