Some links
Some really good advice on how and for what to use Twitter
Morgan Housel with a big post on 17 “common mental models”
Value Situations with a write up on Spin-off Wickes Group Plc
Interesting Twitter thread on how much wheat could actually be missing from world markets due to the Ukraine War (Spoiler: very little). From the same author some facts on fertilizer as well.
Despite the “tech crash”, private Ultra Fast delivery start-up Getir is able to raise money at a record valuation
Some thoughts on what might have triggered Buffett’s interest in Alleghany
The low beta premium seems to be mostly an illiquidity premium