Sunday, May 29, 2022
HomeValue InvestingSome hyperlinks

Some hyperlinks


A Netflix Doku on Abercrombie & Fitch appears like  a “should watch” for any investor considering retail shares

The ProfitHunting weblog on Aussie LNG participant Woodside Vitality

reminder that consistent outperformance of energetic fund managers is the incorrect metric to concentrate on

Nice take on Twitter by Prof. Damodaran and some very strategic ideas on Twitter from Ben Thompson

Fascinating background story on merchandising machines

The Q1 report from Bireme is value studying (Netflix)

Kerrisdale is brief the “Trump SPAC”. Even amongst all of the shitty SPACs, this one smells particularly unhealthy



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