When it comes to generating investment ideas, one of my absolute favorite and often overlooked resources is reading letters from investment funds.
Yes fund letters are an excellent resource of ideas. Shameless plug - we also produce a big list of fund letters here every quarter for your interest... https://www.capitalemployed.com/p/quarterly-letters
Yes fund letters are an excellent resource of ideas. Shameless plug - we also produce a big list of fund letters here every quarter for your interest... https://www.capitalemployed.com/p/quarterly-letters