Respectable write-up on Robertet kind the Sector Tales Substack. The earlier submit on Givaudan is absolutely good, too, as effectively because the Taste & Fragrances intro
A major share of right this moment’s buyers has not skilled an actual bear market
A deep dive into the foremost problems with the PE trade from the LT3000 weblog
Monevator with an attention-grabbing submit on these battered UK Renewables Trusts
Prof. Damodaran on Gold
And naturally Warren Buffett’s “Thanksgiving letter”
The CFA institute thinks non-public buyers shouldn’t make investments into Non-public Fairness