Nice inventory write up assortment from Capital Employed
A brand new research appears to point out that appropriately recognized sin shares (Alcohol, Tobacco, Playing) have optimistic alpha
Swen Lorenz shares some experiences from an investor journey to Turkey
An attention-grabbing deep dive into LSE after the Refinitiv take over from Marathoner
An excellent intro into the economics of “Huge Gaming”
How will “Uncle Carl” Icahn’s endgame appear like for IEP after the Hindenburg “assault” ?
Regardless of the “recommendation” of many monetary pundits, writing coated calls is destroying worth within the mid- and longterm
