value and opportunity

Semaglutide Generics (Wegovy, Ozempic) are now available in India at a fraction of the cost of the original

A great article on what makes companies really “durable”

An interesting deep dive into Disney’s theme park business

Very timely: Joachim Klement’s Football Worldcup prediction for 2026 with a very surprising favorite

Interesting viewpoint on why friction can be good in society and AI removing friction is maybe dangerous

The Mr. Market Miscalculates Substack looks at Pomegranate Investment AB, a Swedish OTC stock that invests into Iranian businesses

VC legend Bill Gurley clearly explains why Share based compensation is a real expense