Some links
Verdad thinks that systematically shorting one day options could generate Alpha
Chemical companies are facing big fines for PFaS/ Forever Chemicals in the US (Hello Bayer !!!)
Already a few weeks old, but Prof. Damodarans post on what makes banks risky and the sequel on how to value bank stocks ar both worth reading
Clarke Square Capital thinks that now is the time for Lastminute.com to shine
Marc Andreesen (not surprisingly) thinks that AI will save the world
Ben Thompson is a big fan of the new Apple Vision Pro
value and opportunity 
That’s a great idea on Lastminute! There are still good small cap setups out there.