Some hyperlinks 1/2024 | worth and alternative


Some hyperlinks 1/2024

Some good yr finish evaluations:
– Bruce Packard with a 2023 revew, some UK concepts and a inventory write-up multi functional
– One other, UK small cap targeted yr finish evaluation from Maynard Payton
– Very mirrored Yr finish evaluation from the Treasure Searching substack
– Altay Capital with a yr finish evaluation of its Japanese inventory basket

Ian Cassel with an article that I additionally wished to jot down however now don’t should: The advantage of Energetic Persistence

Undervalued Shares with a fantastic submit on Hilton

52 irrelevant however extremely attention-grabbing issues Kent Hendricks discovered in 2023

Veteran VC Fred Wilson with a really optimistic outlook on 2024 (AI, Web3, Local weather)

Attention-grabbing deep dive into US Metal, which as soon as was the biggest firm of the world

The annual presentation of Ben Evans is all the time price studying – “AI and every thing else”

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