Some hyperlinks 1/2024
Some good 12 months finish evaluations:
– Bruce Packard with a 2023 revew, some UK concepts and a inventory write-up multi function
– One other, UK small cap targeted 12 months finish assessment from Maynard Payton
– Very mirrored Yr finish assessment from the Treasure Searching substack
– Altay Capital with a 12 months finish assessment of its Japanese inventory basket
Ian Cassel with an article that I additionally needed to jot down however now don’t must: The advantage of Lively Persistence
Undervalued Shares with a fantastic put up on Hilton
52 irrelevant however extremely fascinating issues Kent Hendricks realized in 2023
Veteran VC Fred Wilson with a really constructive outlook on 2024 (AI, Web3, Local weather)
Fascinating deep dive into US Metal, which as soon as was the most important firm of the world
The annual presentation of Ben Evans is at all times value studying – “AI and all the pieces else”
