Conceptual Links
Jeremy Grantham – Waiting for the last dance
John Huber – End of Mean Reversion?
Ram Parameswaran – Internet Scale Businesses
Rob Vinall – Recent memos
Mohnish Pabrai – The Value of Continious Learning
Ian Cassel – Portfolio Turnover is the Price of Progress
Nick Sleep – The Undercover Fund Manager
Stock and Sector Links
SumZero – Top Stocks 2021
Ollie’s Bargain Outlet – Hidden Compounders
Credit Acceptance – Autumn Capital
Games Workshop – Baillie Gifford
Whole Earth Brands – Forager Funds
Just Eat Takeaway.com – value and opportunity
Alimentation Couche-Tard – value and opportunity
Ferrari – Ensemble Capital
Nitto Kohki – Undervalued Japan
Uranium – The Tide of Fortune
Housing Links
CIM Commercial Trust – Clark Street Value
The US housing market – Bob Robotti
NVR – Ensemble Capital
The counter arguments: How Suburban Development Makes American Cities Poorer | How America Bankrupted its Cities – The Growth Ponzi Scheme | Charles Marohn @ Talks at Google
China Links
China in general – Cederberg Capital Investors Day
Alibaba – Not boring
JD.com – Dennis Hong (ShawSpring Partners) (2015) – Nihar Sheth 2021 – Nihar Sheth 2019