value and opportunity

Not surprisingly, Wall Street Banks earned very well during the SPAC boom

And another long read on SPACs and upcoming regulation that would make the promoters actually liable (and therefore kill SPACs altogether, thank god)

“Undermoney” seems to be a very interesting book according to this review

In case you need a reminder: Market timing is not working

“The  Superinvestors of Augustusville” looks like a promising new stock blog/substack

Interesting reference to a 1950s Spin-off and a very interesting sounding Special Situations Book

The Private Equity sector looks quite shaky based on the recent behaviour