value and opportunity

Great deep dive on French Microcap Clasquin from the Wintergem blog

Epic post on the global wristwatch market from Michael Fritzell

No one beats Prof. Damodaran on analyzing Tech IPO’s. This time he looks at Instacart.

Flyover stock on the difficulties of selling a position

The debt fueled buying spree of Music back-catalogues seems to be over (for now)

Interesting article on activist short seller “Jehoshopath” and how life is getting (even) more difficult for the shorties

A very realistic look at the current state of Geothermal energy