value and opportunity

Highly recommended: Portfolio review from the Wintergem Substack (Dollarama, Mercado Libre, Thermador)

GlobalStockPicking has summarized 12 years expierence of stockpicking in Hongkong

The Aquired podcast about Novo Nordisk is fantastic

Interesting guest post on Emerging Value about a Japanese amsuement park operator

David Einhorn had a pretty decent 2023 with Greenlight

Prof. Damodaran with some interesting data series and observations on interest rates

Walmart is a great example that logistics really matter