Some links
Great 2022 portfolio review of the very eccletic Emerging Value blog
Despite the lacklustre performance, Terry Smith’s Fundsmith annual letters are still a great read. 2022 is no exception
Describing 2022 as a very good year for David Einhorn would be a massive understatement
Interesting deep dive into a Canadian Port logistics company called Logistec
2022 letter from TGV Partners (Ferguson, Mutui, Tucows; Naked Wines)
Seawolf Capital, run by a “Big short” veteran, was up +169% last year
Some interesting insights how a decrease in population interacts with the economy
value and opportunity 