Some links

A great selection of stock write-ups collected by the Capital Employed substack

Credit Suisse might be a really bad bank but they do a very good year book on long term returns

Some highlights from Berkshire’s fresh 2022 annual letter to shareholders

For those who found the Berkshire letter too short, the Semper Augustus (Chris Bloomstrain) 2022 letter is (as aways) epic.

Benedict Evans’ annual technology outlook is worth spending some time on

Great long read on Energy prizes and the lack of Tomatoes in the UK

A good review if and to what extent the Small cap premium still exists (US data)


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