A couple of links 04/2024

Highly recommended: Portfolio review from Wintergem Substack (Dollarama, Mercado Libre, Thermador)

GlobalStockPicking has sums up 12 years of warehousing experience in Hong Kong

Tea Received podcast about Novo Nordisk is fantastic

Interesting guest post on Emerging Value about a Japanese amusement park operator

David Einhorn had a pretty decent 2023 with Greenlight

Teacher. Damodaran with some interesting data series and interest rate observations

Walmart is a great example that logistics really matter

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