Some links
The usual ecclectic list of stock write-ups from Capital Employed
If you are a CFO and you want to raise money through a share placement, you better pay attention to the weather
A fantastic “Tour de Force” ride from Prof Damodaran across Chip companies and AI
The seven page memo, that resulted in a 105 mn seed funding round for Mistral.ai (without a product)
6M Portolio Update from the Augustusville blog
A short write-up on Fox Factory, a suspension specialist from Royce
value and opportunity 
Thanks to Markowitz millions of students have to tediously unlearn his portfolio theory before becoming successful investors.
Well, you could say this about Isaac Newton , too.