value and opportunity

Great write-up on UK discount retailer B&M fro the Sector Stories Substack

Update from the Curious Investor with some good stock summaries

According to the FT, the US stock market sees “a flight to Garbage”

A large study of a fleet management software provider shows that EV Batteries are holding up quite well over time. 

A pretty good summary of Buffett’s secret sauce over the decades from Larry Swedroe

Prediction markets like Kalshi are becoming mainstream in The US despite all the issues. And Kalshi seems to be leading.

An interesting profile of Coupang, the “Amazon of South Korea”