Some hyperlinks

Some in point of fact excellent recommendation on how and for what to use Twitter

Morgan Housel with a big post on 17 “common mental models,

Value Situations with a write up on Spin-off Wickes Group Plc

Interesting Twitter thread on how much wheat could actually be missing from world markets because of the Ukraine War (Spoiler: little or no). From the similar creator some facts on fertilizer as well,

Despite the “tech crash”, non-public Ultra Fast supply start-up Getir is able to raise money at a record valuation

Some ideas on what might have triggered Buffett’s interest in Alleghany

The low beta premium seems to be mostly an illiquidity premium

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