Some links 2/2024
More year end letters:
– East 72 Dynasty Trust (E-L Financial, PSH)
– UK Dividend Investor
Carsten from Augustusville with a great write-up on Delek, a US Energy downstream player
The One-foot Bars substack has a very nice write-up on Champagne house Laurent Perrier
I can’t repeat it often enough: Prof. Damodaran is offering the upcoming Valuation class at Columbia for free. There is no better deal in financial education, guaranteed.
Twitter Thread from Dalius with 10 recommended investment blogs
12 pretty good lessons from the stock market in 2023
PE Fund investors really do want their money back
