Read, Learn, Improve – 11-Jan-25
Telecoms groups forecast to reap $10bn windfall from recycled copper – Link here (Thread on X) Sahil Kapoor’s notes from Berkshire Letters to shareholders. Re-reading for the 2nd time – Link here (Thread on X) This has NEVER happened in recent history: In a sudden collapse, 30-year interest rates are now LOWER in China than …
Read More Read, Learn, Improve – 11-Jan-25