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Extremely really useful: Portfolio evaluate from the Wintergem Substack (Dollarama, Mercado Libre, Thermador)
GlobalStockPicking has summarized 12 years expierence of stockpicking in Hongkong
The Aquired podcast about Novo Nordisk is incredible
Fascinating visitor publish on Rising Worth a few Japanese amsuement park operator
David Einhorn had a fairly respectable 2023 with Greenlight
Prof. Damodaran with some attention-grabbing information sequence and observations on rates of interest
Walmart is a superb instance that logistics actually matter
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