Some links

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Maynard Peyton with a very extensive deep dive into System1 Plc

There seems to be some correlation between “best places to work” and stock performance

Narcissistic fund managers are bad for fund performance

Marc Rubinstein with an interesting piece on UK Insurance regulation (Solvency II & Infrastructure investments)

“Railroader” seems to be a very interesting book

A nice case study on a Liquidation special Situation (Concorde Camera, 2008)

Another attempt at analyzing skill vs luck for portfolio managers

 

 

 

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