Rob Vinall has released his half year letter and has announced a big surprise: Andreas Lechner will join him officially as partner
Iceberg research published a quite entertaining “short attack” on Victoria Plc, a UK flooring roll-up
Great write-up from Augustusville on Millicom (TIGO)
Failed Chinese fast grocery delivery MissFresh is a great case study for similar businesses
Former Tech Champion Intel looks like a train wreck these days
ProfitHunting with a write-up on Aluminium Producer Norsk Hydro
A very interesting article about the obscure market in Listerine royalties
ValueAndOpportunity is more transparent…
Happy to read Rob health issue was not serious. After reading the letter I am a bit frustrated: I expected RV would explain why Alibaba disappeared from the portfolio after riding downwards for most of the investment time… And expected a better rationale on his Carvana investment, specifically on the surreal idea of doubling down while stock was on free fall (which added like -5% to the whole portfolio result). Honestly, I felt the script was written by the very Cathie Woods!
What should he write with such a performance? A german footballplayer said: Was zählt is auf’m Platz.
Thanks for the heads up. Will read RV newsletter next we. 🙂