value and opportunity

AI Entrepreneur Matt Schumer on how AI changed the way he works as a Software developer (TwiX Article)

Some deep thoughts on how AI could change the job markets using examples from history

A great comment on Volkswagen’s recent “Cash flow surprise”

The Brooklyn Investor is back with a sanity check (Market PEs, AI, Berkshire)

A great article on a version of the “PE Secondary Shenanigan” at Ares

French Wine and Spirits exports have been suffering in 2025 and hit a 25 year low

So far, Radiology has proven to be more or less immune against disruption from AI