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

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