value and opportunity

Decent write-up on Robertet form the Sector Stories Substack. The earlier post on Givaudan is really good, too, as well as the Flavor & Fragrances intro

A significant percentage of today’s investors has not experienced a real bear market

A deep dive into the major issues of the PE industry from the LT3000 blog

Monevator with an interesting post on those battered UK Renewables Trusts

Prof. Damodaran on Gold

And of course Warren Buffett’s “Thanksgiving letter”

The CFA institute thinks private investors should not invest into Private Equity