The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.
According
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Title: Value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts
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The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.
According
This year, after a 7 year break, I once again went to the US to attend the Berkshire AGM. Just for clarification: I don’t own Berkshire shares and unfortunately never did because I always thought that they were too expensive.
Attendance:
As mentioned elsewhere, attendance was clearly lower than in the past. The arena was only half full, the overf...
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!!
DCC is an investment I made back in December 2022. The investment thes...
Rob Vinall’s 2025 letter to investors is worth reading, as he also discusses why he sold some positions (Prosus, PDD, Internation...