Extremely beneficial: Portfolio assessment 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 improbable
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David Einhorn had a fairly first rate 2023 with Greenlight
Prof. Damodaran with some attention-grabbing information sequence and observations on rates of interest
Walmart is a good instance that logistics actually matter