Some hyperlinks 06/2025
Extremely Really helpful: Rob Vinall’s 2024 letter is out
Paul Singer is a really uncommon Podcast visitor. So if he seems, do hear/watch. A real “dwelling legend”.
Warmth waves and droughts are actually unhealthy for GDP within the mid- to long run
Flyover Shares with an amazing submit on how capital cycles work (Examples Bourbon & Dwelling constructing)
Maynard Payton with an fascinating write-up of BIG Applied sciences, a UK primarily based “fallen Angel” IPO
The brand new Mauboussin Paper “Chances and Payoffs” is value studying
An fascinating article on a busted Austrian Personal Fairness deal and the pitfalls of “adjusted EBITDA”
