This post is an experiment to figure out whether thereโs demand for this type of curation of global stock related content. If you enjoy it, Iโd be happy to continue.
StockOpine on Booking Holdingsโ 1Q2023 result (๐บ๐ธ BKNG US ๏ผ US$95 billion)
Wall St Gunslinger on AutoZone (๐บ๐ธ AZO US ๏ผ US$50 billion)
ValueAct: Time for a fresh look at Seven & I (๐ฏ๐ต 3382 JP ๏ผ US$41 billion)
Tidal Wave on Atlassian (Part 1) (๐ฆ๐บ TEAM US ๏ผ US$35 billion)
Nongaap Investing on Illumina (๐บ๐ธ ILMN US ๏ผ US$32 billion)
Analyzing Good Businesses on United Rentals (๐บ๐ธ URI US ๏ผ US$24 billion)
French Hidden Champions on Bollorรฉโs tender offer (๐ซ๐ท BOLVN FP ๏ผ US$20 billion)
Modern Investing Newsletter on energy stock Orlen (๐ต๐ฑ PKN LI ๏ผ US$18 billion)
Hindenburg Research on Icahn Enterprises (๐บ๐ธ IEP SS ๏ผ US$13 billion)
Spruce Point Management on DoubleVerify (๐บ๐ธ DV US ๏ผUS$4.5 billion)
Asian Century Stocks on NagaCorp (๐ฐ๐ญ 3918 HK ๏ผ US$3.5 billion)
Giles Capital on Hanesbrands (๐บ๐ธ HBI US ๏ผ US$1.5 billion)
Hurdle Rate on Charles River Associates (๐บ๐ธ CRAI US ๏ผ US$679 million)
Value Investing Blog on Focusrite (๐ฌ๐ง TUNE LN ๏ผ US$406 million)
Breeley on Georgia Capital (๐ฌ๐ธ CGEO LN ๏ผ US$406 million)
Nateโs Investment Research on Geo Energy Resources (๐ฎ๐ฉ RE4 SP ๏ผ US$358 million)
Investing with Wes on Frontier Developments (๐ฌ๐ง FRRDF US ๏ผ US$254 million)
Oriental Value: an update on Activation Group (๐จ๐ณ 9919 HK ๏ผ US$132 million)
Canadian Value Stocks on Dream Impact Trust (๐จ๐ฆ DRA-U CN ๏ผ US$129 million)
Hurdle Rate on Veteranpoolen (๐ธ๐ช VPABB SS ๏ผ US$66 million)
Emerging Value on med-tech stock Medical Net (๐ฏ๐ต 3645 JP ๏ผ US$32 million)
Greenlight Capitalโs 1Q2023 letter (6 pages)
Matthew Fine at Third Avenue discussing value stocks (8 mins)
Aswath Damodaran on the US banking crisis (20 mins)
Greenhaven Road Capitalโs 1Q2023 letter (11 pages)
First Eagle Investments 1Q2023 letter (4 pages)
Curreen Capitalโs 1Q2023 letter (4 pages)
Weiss Korea Opportunity Fundโs 2022 annual report (112 pages)
Alger Spectra Fundโs 1Q2023 letter (3 pages)
Horizon Kinetics 1Q2023 commentary (44 pages)
Palm Harbour Capitalโs 1Q2023 letter (10 pages)
Donville Kentโs 1Q2023 letter (18 pages)
Silver Beech Capitalโs 1Q2023 letter (x mins)
Maran Capital Managementโs 1Q2023 letter (4 pages)
Bronte Capitalโs Amalthea Fundโs March 2023 letter (8 pages)
Liberty Park Capitalโs 1Q2023 letter (8 pages)
Emerging Value: Tech value tour: Japan part 2 (5 mins)
Berkshire Hathawayโs 2023 annual meeting (7:44 hours)
Stan Druckenmillerโs speech at USC Marshall (1:06 hours)
Jim Chanos on lessons from Enron, FTX, SVB, etc (1:14 hours)
Todd Combs on meeting Munger, Buffett and joining Berkshire (1:08 hours)
Business Breakdowns on Africaโs MTN Group (1 hour)
Arch Capital on Nintendo (1:09 hours)

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this is very helpful ; worth paying for too if you have that
pat conlin
I like it