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)
The last part of the Jane Street article about Sam Bankman-Fried didn’t age well