Weekly Notes #4
Strong after earning moves, cool charts and some academics
Stocks in this edition: Markel (MKL), Plus500 (Plus.L), Sentinel One (S) Apple (AAPL), Taiwan Semi (TSM) Brookfield Corp (BN)
Deep Dives this week
I took me many hours to dissect Markel and arrive at a potential valuation. You can find the deep dive here: https://41investments.substack.com/p/markel-deep-dive
You can find my analysis of the CFD platform Plu…
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