Sitemap - 2023 - Lemon Cakes Investing

($MKTX) MarketAxess: Quick thoughts on HK's croupiers, sea change, and MarketAxess

($CRMZ) CreditRiskMonitor.com: Commentary

($FRMO) FRMO Corp: The 2022 Crypto Winter and FRMO's vertically modular crypto conglomerate

Portfolio Review 2023063, semi-annual

($APG) APi Group: From Jarden to J2; Sir Martin Franklin's mission critical, fire safety 'fund'

Like Weeds In A Garden: The Zen Of Managing A Portfolio Without Managing A Portfolio

($RCG) The RENN Fund: A diversified and discounted permanent-capital nanocap with a lot of optionality (and a few private companies), being run for free by smart allocators.

Notes on "How They Did It": Warren Buffett

Notes on "How They Did It": John Maynard Keynes 2

Notes on "How They Did It": John Maynard Keynes 1

Notes on "How They Did It": Benjamin Graham

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