Some links 11/2026 (opens in new tab)

Great interview with Dan Rasmussen from Verdad Capital A few very good lessons from Todd Wenning on starting an Asset Management firm A good rule of thumb on when to invest into interesting Spin-off stocks Interesting analysis what is going on in “Private Credit” from Edelweiss Capital Everything from the Sector Stories Substack is worth reading. The Q4 Global Spirits