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)
I love this email thank you. It’s now the only investment email I continue to receive other than those of the managers I invest with.
The Benedict Evans link doesn’t work for me here in Florida.
Thanks for the comment. Not sure why the link doesn#t work for you.
Here it is again:
Thanks. VPN issue.