Markel Q2 Results Discussion (RationalWalk)
Notes from the AGM — Bajaj Auto Ltd (Ankur Jain)
Cost of capital — Opportunity cost (Hurricane Capital)
Old Post — Alice Schroeder on Reddit (Reddit)
Buffett on Banks (Fundoo Professor)
What Geico’s acquisition costs and other associated costs taught me about business economics, management quality and valuation (Fundoo Professor)
Beowulf Capital 