During the last weeks, I found some high-quality investing analysis and 2020 reviews. Here I want to share them with you:
High-Quality Investing Analysis
IVU Traffic Technologies AG – Stock Market Research
Sea Limited – Julie Young
FEMSA – Value and Opportunity
AirBnb – Value and Opportunity | Aswath Damadoran
Kri Kri Milk S.A. – Small Caps Europe
Synektik (Polish Healthcare) – Global Stock Picking
Mohawk Group – Jonah Lupton
BASE – Japan Business Insight
KR1 plc – Wexboy
Peleton – Yet Another Value Blog
CrowdStrike Holdings – Chris Seifel
Conceptual papers
Matthew Ball – Audio’s Opportunity and Who Will Capture It
Year End Reviews
Global Stock Picking – Summary of 2020
Clark Street Value – Year End 2020 Portfolio Review
Deep Value Investments Blog – 2020 Full Year performance +49%
Autumn Capital – 2020 in review
Searching 4 value – My review of 2020 (a SPAC-tacular year)
Outlook 2021
Mohnish Pabrai – 2021 Free Lunch Portfolio
Value and Opportunity – My 21 (+6) Investments for 2021
Yet Another Value Blog – Ten Predicitions for 2021 (SPAC Edition)
Photo by Kelly Sikkema on Unsplash
