Some links
It’s 6M report time. Some good ones here:
– TGV Partners (Tucows, Naked Wine)
– TGV Falkenstein (Energiekontor)
– TGV Rubicon (United Internet, Ceconomy, Invision)
– Alluval Capital (Logisteq)
– East72 Dynasty Trust (Bolloré)
– TGV Compound Interest (BionTech, Siltronic, Paypal)
When Seth Klarmann is on a podcast (every 10 years or so) it is worth listening to.
A great look back to the Countrywide/Angelo Mozillo story from Marc Rubinstein
There seems to be plenty of potential for much better heatpumps
Great post on why building a durable goods company these days is quite hard
Many people want to be rich and famous. Morgan Housel is not so sure about the famous part.
Barry Ritholz with good advice on how to get rich in financial markets, sorted by diffculty and likelyhood.
value and opportunity 
Der Falkenstein Link geht auch auf den Partners Fund Letter. Bitte ändern!
Interesting links as usual, thanks for sharing.
Great to see more alternatives to classic compressor heat pumps, which are also annoying in term of maintenance and installation. Another tech that may be promising are acoustic heat pumps:
https://en.m.wikipedia.org/wiki/Thermoacoustic_heat_engine