Let’s start with a Goodie: Pareto Securities is holding its annual TechIT conference on March 30th. It is a virtual event and also open for non-professional investors. And it is good value because it is free.
GlobalStockPicking with a very nice write-up on Swedish MedTech RaySearch
In depth interview on the “metaverse” with a 19 year Second Life veteran
Marc Rubinstein on the current Russia issues of Airplane Leasing companies (AerCap)
Good deep dive into the “premium alcohol” market from Lindsell Train
A comprehensive market update from Prof. Damodaran reflecting the impact from the war in UKraine
Heat pumps look like a no brainer these days
The premium alcohol link kinks to net interest 😭
it should be this one: https://www.lindselltrain.com/application/files/2516/4699/7491/Drinking_Less_Drinking_Better_-_March_2022.pdf
Thanks, should work now.