value and opportunity

Clarke Quare Capital with a great “Special Situation Digest”

A very structured X article on Vertical Software Moats and which might survive AI/LLM. And another interesting “SaaSocalypse” take from the Quality Stocks Substack

Larry Swedroe on the proliferation of the “Small Cap Stock Social Media Pump & Dump”

An epic update on Bombardier from the Wintergems Substack. Also his post on the Japanese Videogame industry is a great read.

Two interesting book reviews of Korean Investment books form Douglas Kim: Absolute Principles of Stock Investments and A Country without Shareholder Rights

A list of the biggest “Hedge Fund Hotels” from the FT Alphaville Substack
Mavix with a great write-up on the Italian Port Software specialist Circle SpA