value and opportunity

Treasure Hunting with a nice write-up on Cornerstone FS

The Giverny Capital 2023 letter with some important lessons after investing for 30 years

Despite a few good IPOs, the PE industry is still struggling

Really nice write-up on UK specialty Chemical company Croda

Former Bond King Bill Gross is still writing letters

Interesting FT article on the development of Private infrastructure Equity as major asset class (search result)

A fantastic “Business model breakdown” of retailers from Edelweiss Capital