Some links
The Rational Walk blog on why researching companies that are too expensive might actually make a lot of sense
The “Uber leaks” picture a horrible company
SPACs were never a good idea for anyone except the promoters and even Bill Ackman is sending money back to investors
Interesting post on AMETEK, a company that compounded nicely over several decades
Companies with difficult to pronounce names might be systematically undervalued
Chrysalis and other “listed VCs” seem to be far behind the curve in valuation of their holdings
Some interesting details on “Twitter vs. Musk”
Found this an extremely good sum up of investment advice