Rob Vinall’s 2025 letter to traders is price studying, as he additionally discusses why he bought some positions (Prosus, PDD, Worldwide Pet.)
reminder that Worth Investing solely works long run if it stops working brief time period
Regardless of the rhetoric, Stablecoins are not often used for precise funds
An epic write-up on the “Seabed economics panorama”
Some fascinating ideas from Heavy Moat on Capital allocation and the advantage of dividends
Jamie Ward with a good write-up on Chapters Group
Sixt competitor Avis skilled an epic brief squeeze this week. How wants fundamentals today anyway ?