value and opportunity

An interesting collection of 3 “Oddball stock picks” form the Bargain Stock radar Substack

Interesting write-up on market research firm YouGov Plc from Robin Research

The WinterGems substack with a portfolio update and the “50% draw down” test

“Every stock has a shelf life” – very good thoughts from Ian Cassel

Very interesting FT article on the “Private Equity Winter” (search result)

Some deep thoughts from Ben Evans on why Generative AI has not produced real use cases (yet)

Michael Mauboussin dropped a great paper on how to interpret and compare valuation multiples