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Some links and thoughts

2023 investing from Alluvial Capital ( link ) Logistec year 2022 review by Clark Street Value ( link ) Transcontinental Realty Investors NexPoint Diversified Real Estate Trust Portfolio review by French hidden champion ( link ) Robertet 2021-2020 avg FCF/EV = 4% Laser Photonics is so cheap for some reasons ( link ) GlobalStockPicking 2022 review ( link )  RaySearch/C_RAD/scandidos  ZimVie avg FCF/EV = 3.67% too much debt, even though CF is fine. one VIC article ( link ) Score by V&O ( link ) AlphaVulture 2022 review ( link ) AI and big 5 ( link )