Some links 05/2024
Some more fund letters from the TGV family of funds:
- TGV Partners (Software Circle, United Internet, Tucows)
- TGV Compound Interest (EQS Group, Naked Wines)
- TGV Rubicon Stockpicker (United Internet, hgears, Agfa etc.)
- TGV Falkenstein (German, Energiedienst, Energiekontor, Compugroup)
Carson Block/Muddy Waters is (once again) short Prem Watsa’s Fairfax
Abilitato with a great (German language) write up on German Insulation company Sto
Stratechery’s Ben Tompson has been somehow underwhelmed by Apple’s vission pro
Davis Einhorn spoke with Barry Ritholz about the “broken market” and other things
A great collection of financial blogs from the “Awesome Goat Blog”
Gravity batteries in old abandoned mine shafts look like an interesting idea
value and opportunity 
The value your TGV friends mostly add, is to their pocket.
Why do you think so ?