A nice choice of inventory write-ups collected by the Capital Employed substack
Credit score Suisse is perhaps a extremely unhealthy financial institution however they do an excellent 12 months e book on long run returns
Some highlights from Berkshire’s recent 2022 annual letter to shareholders
For individuals who discovered the Berkshire letter too quick, the Semper Augustus (Chris Bloomstrain) 2022 letter is (as aways) epic.
Benedict Evans’ annual expertise outlook is price spending a while on
Nice lengthy learn on Power prizes and the dearth of Tomatoes within the UK
An excellent assessment if and to what extent the Small cap premium nonetheless exists (US information)