Great interview. 100Bn fund. Last week I found a great deck called “SoftBank Next 30-Year Vision”, link.
Author: Peter Sullivan
info at saetacapital.com
"We all know that Art is not truth. Art is a lie that makes us realize the truth, at least the trith that is given to us to understand." Pablo Picasso.
Grocery market share by country in 2016
Kyle Bass on Adventures in Finance
Great talk! I did not know the youth of Kyle Bass. Highly recommended
http://www.podbean.com/media/player/hws25-2c8db26-dir?vjs=1&auto=0&from=share
Howard Marks letters in one folder
I Annual Cobas Asset Management Investor’s Conference
Back in business, Francisco Garcia Parames is back in the industry, well since last February. Last week was his first Annual Conference. If you know Spanish you must watch the Youtube video. I hope Cobas will translate his conference.
[notes] Francisco Garcia Parames Long Teekay: London Value Investor Conference
Great notes from Market Folly.
