June 5, 2022 Sunday Listen…Hello From Amsterdam I only have one listen for you today. I really liked Patrick’s interview Aswath Damodaron. They covered: – why it’s unexpected inflation we should fear – valuing FANGAM stocks over time – alpha / edge – why ESG is bullsh*t Have a listen here. Have a great Sunday. Join my Daily NewsletterLike what you read here? Get what I write in your inbox each morning by subscribing to my daily-ish newsletter. Sign Up Got it. Check your email.