value and opportunity

Whenever Ben Evans drops a new slide deck, you should read it (AI, AI & AI)

Andrew Brown (Dynastie Capital) on Virtu Financial

The always excellent Sector Stories Substack with a deep dive into Sika

A superb summary of Elon Musk’s cult capitalism

10 Year anniversary letter of Value Shop Bireme 

A nice and simple portfolio construction approach from European Hidden Gem Stocks Substack

Unfortunately, tech writer and blogger Om Malik passed away far too young