Rob Vinall has despatched one other “Postcard from Across the World”
Larry Swedrow exhibits (as soon as once more) that almost all energetic funds underperform their Benchmarks
Nice article on the virtues of investing into “Managed” corporations
Attention-grabbing first a part of an “Airport deep dive” collection with many attention-grabbing particulars
Good deep dive into UK’s Video games Workshop from the Stoa Capital substack
Well timed FT article on the foolishness of taking Personal Fairness IRRs significantly
Edelweiss Capital with a deep dive into fraudulent Intercompany accounting (Pescanova & Wirecard)