Some links
Prof. Damodaran throws in the towel for the rational valuation of Sports Franchises
The Wintergem Blog has an excellent introduction into the payments industry in its part 1 post on Adyen
Nice Write-up on Ashmore Plc, a stock I also owned in the past
Interesting Forbes Feature on TransDigm and its CEO
Todd Wennings new “Flyover Stocks” blog starts with an interesting Spin-off story (Worthington Industries)
A very interesting look at how net interest margins at banks behave during and after increases in overall interest rates
A great reminder why Insurance Loss Reserves are crucial for understanding Insurance companies
value and opportunity 