Some links

Profit Hunting has a nice write-up on Bolsa Mexicana de Valores (Mexico Stock Exchange)

In contrast to growth rates, high profitability seems to be very persistent over time

Good timeline and summary of the FTX & SBF drama. And the FT on “CZ”, the arch enemy of SBF.

Morgan Housel with some very good advice on how to write

Interesting long read on ETF Arbitrage behemoth Jane Street (former employer of SBF)

ByteDance, the parent of TikTok is an interesting example how non-traded equity stakes can be valued wildly different across investors

Verus on Interest rates and the attractiveness of Bank stocks (German)

One comment

Leave a comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.