ICYMI
Essential readings
- )
Breakups Across the Major Food Conglomerates (
)The rise of Hudson River Trading (HRT) (
)Michael Burry is buying Lululemon (
)Everything You Need to Know About Incentives (
& )- )
A reminder about time, trade-offs, and why slowing down matters — in investing and in life (
)Charlie Munger: Capitalism's Conscience (
)Oil Sands Industry Opportunity (
& )The Myths Of Diversification (
)How to Use Analyst Estimates in Investing (
)Warren Buffett and Berkshire Hathaway news of the week (
)AI Skepticism & Oracle's Big Risk (
)
Recommended Book
Fooling Some of the People All of the Time
Far from a dry textbook on accounting, this gripping narrative recounts Einhorn’s years-long battle with Allied Capital, a company he accused of fraudulent practices. The book serves as a masterclass in deep, fundamental research, showing how meticulous analysis can uncover hidden truths.
Stocks Ideas
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Cadeler (
)Special situations ideas of the week (
)- )
Nike (
)Deep value situation in New Zealand (
)Deep value situation in Europe (
)Copart (
)Coursera (
)Vimeo (
)Alphabet (
)- )
TSMC (
)A 15-Year Compounder Hiding in Plain Sight (
& )- )
- & )
- )
Opera (
)AIM Ideas: Industrial Services, Mining and Niche Net-Nets (
)Adobe (
)Oracle (
)- )
- )
Appreciate the mention!
Thanks for the mention.