value and opportunity

Szew’s Substack with an interesting write-up on Wehosters Ionos & GoDaddy

Once insider buys are published, there is little Alpha left according to this study

The Slow Compounding Substack with a very interesting comparison between B&M retail and Dino Polska

Interesting long read on the history of Waste Management, the US company.

Annual letters:

• MSA Capital
• Rubicon Stock Picker
• Greenlight (David Einhorn)

Whatever you wanted to know about the “State of the art” of batteries is in the 2025 report from the Volta Foundation
Google DeepMind has released Project Genie 3, an AI tool that makes it easy to create playable 3D worlds by simple prompts. Video Game stocks took a direct hit.