Some links 1/2024
Some good year end reviews:
– Bruce Packard with a 2023 revew, some UK ideas and a stock write-up all in one
– Another, UK small cap focused year end review from Maynard Payton
– Very reflected Year end review from the Treasure Hunting substack
– Altay Capital with a year end review of its Japanese stock basket
Ian Cassel with an article that I also wanted to write but now don’t have to: The virtue of Active Patience
Undervalued Shares with a great post on Hilton
52 irrelevant but highly interesting things Kent Hendricks learned in 2023
Veteran VC Fred Wilson with a very positive outlook on 2024 (AI, Web3, Climate)
Interesting deep dive into US Steel, which once was the largest company of the world
The annual presentation of Ben Evans is always worth reading – “AI and everything else”
