value and opportunity

Good “essay style” Video/Podcast from Dwarkesh on how easily current LLMs could repeat “Knowledge Workers” 

European Private Equity guru Ludovic Phallipou with a great deep dive paper on how shaky the underlying data is for PE returns

Very interesting deep dive into the reasons why large screen LCD TVs and monitors have become so cheap

Larry Swedroe’s 10 lessons from 2025 have some very deep insights (as almost everything he writes)

Interesting take on Venezuela from author Roger Lowenstein who did spend significant time in the country many years ago as a Journalist

Saudi Arabia is opening up its stock market for everyone

Klement on Investing with the interesting “Small Cap Fourth Quarter effect”