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”






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