Some links

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

A couple of really helpful matrices to cluster investments


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