Some links
Excellent write-up on the Warsaw Stock Exchange from GlobalStockPicking
Why IBM missed the Cloud business
End of quarter review by the Value Situations Blog
There is good reason to believe that Renewable Energy will continue to become (much) cheaper
Derek Thompson on the “everything shortage”
October Spin-off round up
VERUS Capital likes Bayer, Ping An and John Menzies (German)
value and opportunity 
Thanks for the links. Related to shortages and renewable energy, I found https://open.spotify.com/episode/6OldtKvwllycjD1N6GzjGH?si=ICKils-MQka-SDjW4Lr3aQ&dl_branch=1 useful to get more background on the natural gas price surge and connection between renewables and nat gas storage/supply.