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 dangerous for GDP within the mid- to long run
Flyover Shares with an excellent put up on how capital cycles work (Examples Bourbon & Dwelling constructing)
Maynard Payton with an attention-grabbing write-up of BIG Applied sciences, a UK primarily based “fallen Angel” IPO
The brand new Mauboussin Paper “Chances and Payoffs” is price studying
An attention-grabbing article on a busted Austrian Non-public Fairness deal and the pitfalls of “adjusted EBITDA”