An interesting overview how retail spending in the US has developed since the beginning of the pandemic
A “behind the scenes” deep dive into the development of the J&J Covid-19 vaccine
A great allegory on the difference of investing like an Octopus vs. investing like a Shark
How Square succeeded in the hard fought payments business
Canary Wharf is trying to fight itself out of the Covid-19 hole
Although his performance is bad, David Einhorn is still writing decent investor letters
Which game in investing are you playing ?
WeWork is coming back as a SPAC. Is it any better now ?
Muddy Waters on the Archego blow up
Matt Mullenweg, founder of WordPress, has some beef with competitor Wix
International Value Advisors (IVA) once had 10 bn under management but has shut down recently
Jamie Dimon’s annual letter to JPM shareholders is worth a read especially Chapter III on competition for banks
Pareto Securities is organizing an online Tech/It conference (open also “for free” for private investors) on April 20th with a lot of interesting Small Cap companies form Germany and Norway (including Bouvet).
An interesting view: Comparing the build up of avalanches with financial markets
What do you get if one of the richest (and maybe smartest) persons on the World decides to dedicate a few years to understand Climate Change and then writes a book about it how to solve it ? In this case you you will get a very structured, non-dogmatic book with a lot of interesting insights.
Berkshire Letter to Shareholders 2020
Broyhill Q4 Letter including a write up on Sam Zell’s Equity Commonwealth (EQC)
YetAntotherValueBlog with its wide ranging monthly post (Virtu, SPACs etc.)
Sneakers have become a financial asset class including, indices, exchanges and of course HFT bots
Digital block chain linked videos seem to become a “hot” asset as well
Clark Street Value on the Technip Energy Spin-off situation
RagnarisaPirate really likes Thryv