Random Interesting Links #3
A friendly warning for non-US MLP holders
Quick Idea's
Closing some idea's
Petrobras
Back in Hong Kong stocks
The Hu Jintao incident
Overview of my performance
Some new stocks
Europe will be fine
Three Quick Ideas
Westrock
Magnachip Merger Arb
Inflation
Earning excess returns in commodities
Extreme Networks
Berry Global
Investing in HK stocks
Greif B shares
Start of a commodity supercycle?
Repsol
Cheapness still in cyclical names
Shell midstream, special situation
Falcon Minerals
Random Interesting Links #2
Track Group
