Some links
Half Year 2023 update from the Augustusville blog/portfolio
Maran Capital 6M report (CTT, Vistry)
Prof Damodaran covers a lot of aspects of Country risk in this post
Boyar writeup on TopGolf/Callaway
Some good news from Geothermal Energy
Rob Vinall’s Postcard from China is worth reading
Private Equity bets on Asset Manager consolidation
value and opportunity 
Great links. Keep up the good work
The geothermal one is interesting. Carbon free, baseload energy, with no waste can change everything. Wonder if there is water loss. My understanding is that you can only do it in places with good geology (where you don’t have to dig too far, and where rock is impermeable (so you can pump water up and down)).