Some links

Q3 Report from Gehlen Bräutigam with some interesting small cap profiles

Everything you ever wanted to know about the stock market in Bhutan (!!)

Howard Marks thinks that Corporate Credit is the place to be

A very critical review of Impact Investing by Prof. Damodaran

A very deep dive into electricity markets and why there is the chance that things are improving (US based, but applicable elsewhere)

Emerging Value likes German beverage small cap Berentzen

Jeremy from Foxcastle Holdings on French Small Cap Boa Concept

One comment

  • Thanks for the article on electricity markets.
    I have large investments in US gas pipeline companies, so I’m always interested in new forms of baseload energy (or storage).

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