Some links
Great stock write up collection from Capital Employed
A new study seems to show that correctly identified sin stocks (Alcohol, Tobacco, Gambling) have positive alpha
Swen Lorenz shares some experiences from an investor trip to Turkey
An interesting deep dive into LSE after the Refinitiv take over from Marathoner
A good intro into the economics of “Big Gaming”
How will “Uncle Carl” Icahn’s endgame look like for IEP after the Hindenburg “attack” ?
Despite the “advice” of many financial pundits, writing covered calls is destroying value in the mid- and longterm
value and opportunity 
Interesting links… I do a Monday emerging market link collection post email on my Substack plus you might be interested in some of the links to emerging market resources on the front page of my website…
Do you consider Turkish equity a value play or rather a currency one?
Neither. I just found the post interesting, but Turkey is outside my circle of incompetence.
If outside your circle of incompetence, means it is inside your circle of competence. Right ?