Extremely beneficial: Podcast on Earnings High quality with Columbia Professor Doron Nissim
Some extra 2022 studies:
– 2022 Report from TGV Intrisic Worth (FEMSA, Hostelworld)
– 2022 Report from TGV Compound Curiosity (Intred, About You, StoneCo and so on.
– 2022 report from Third Level (AIG, Bathtub and Physique Works, Colgate-Palmolive
– some Seth Klarman report feedback by way of the FT
Some indicators that “Worth shares” would possibly see a mighty comeback after years of below peformance
Ben Thompson (Stratechery) on his barely disturbing dialog with “Sidney” aka BingChatGPT
Spotify’s wager on Podcasts doesn’t look so profitable proper now
Some deep thought on why long run studying in capital markets is troublesome for a lot of traders (lifehack: Write a journal)
