Tag: links

Some hyperlinks 08/2025 You probably have 2 hours to spare and need to know extra about ...

The Wintergem Substack with a really attention-grabbing write-up on Canadian Enterprise Jet Maker Bombardier Behind the ...

Some hyperlinks 06/2025 Extremely Really helpful: Rob Vinall’s 2024 letter is out Paul Singer is a ...

Beneficial: Wexboy together with his 2024 portfolio & efficiency evaluate An amazing video explaining the East ...

Some hyperlinks 04/2025 Some deep ideas on the connection between materials wealth and happiness You'll be ...

Some hyperlinks 03/2025 Ben Evan’s “State of AI” presentation is a should learn Regardless of lackluster ...

Good yr finish evaluation from the “no deep dives” Substack with some fascinating positions Wintergem Substack ...

A really entertaining “future 10 yr asset allocator” assessment from AQR’s Cliff Assness Brief vendor Hindenburg ...

Spotlight: When you learn just one factor this week then Wintergem’s deep dive on Moats (and ...

Clubbing or “the massive night time out” appears to be a factor of the previous. Alternatively, ...