Some links 10/2024 An interesting collection of 3 “Oddball stock picks” form the Bargain Stock radar Substack Interesting write-up on market research firm YouGov Plc from Robin Research The WinterGems substack with a portfolio update and the “50% draw down” test “Every stock has a shelf life” – very good thoughts from Ian Cassel Very interesting FT article on the “Private Equity Winter” https://valueandopportunity.co....m/2024/04/29/some-li
