Some links
Asian Century Stocks with a nice deep dive into Thai Beverage
Softbank’s Tech Hedge fund is being liquidated, with losses expected to reach up to USD 7 bn
Marc Rubinstein on the rise of fast payments (UK & Brazil)
Hybrid working V.1.0 doesn’t look very promising so far
Interesting notes from the book “10 1/2 lessons from Experience, Perspectives on Fund Management” written by Paul Marshall (Marshall Wace)
Maynard Payton with a great exercise: looking at the Energy consumption of all his portfolio companies
Annual letter to investors from Danish Fund manager Symmetry (23% CAGR since 2013)
value and opportunity 