Some links 18/2026
Upslope Capital’s 6M letter including their Magnum Ice Cream pitch
Dynasty Trust’s quarterly letter with a positive view on Travel stocks and a deep dive into EVT Ltd from Australia
A very good Substack article on the different ways Private Equity Managers fund their own commitments
Great article from Larry Swedroe on the 7 sins of Active Stock investing
Finally, the first Nuclear Fusion company is going public (backed among others by Jeff Bezos). Of course via SPAC.
US households are at an historic record exposure to the stock market
A new study says that the momentum factor is strongest at the last 6 trading days of a month
value and opportunity 
Gute Tag, handelt es sich bei der Fusions-Aktie um General Fusion (GFUZ)? Leider verschwindet der Artikel in der FT für mich hinter der Paywall. Oder geht es um eine andere Aktie? Vielen Dank für eine Antwort vorab, Mit den besten Grüßen, Markus Wülfing
Hi Markus, you can use Bypass Paywall extension for Chrome to unlock such articles. It is open source and I have been using it for many years now.
https://gitflic.ru/project/magnolia1234/bypass-paywalls-chrome-clean