Some links 09/2024
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