Some links
A great manifesto for the “slow and boring” way of investing
Staying Rational on glass packaging companies Vidrala and Veralia
Moram pitches “The One Group Hospitality”, a US small cap restaurant operator
The Brooklyn Investor with some good thoughts on interest rates, stock valuation and some interesting book reviews
In interesting overview on Japanese Coporate profits and debt from James Montier
“Space Solar” sounds crazy but could be a thing in the nearer future (Google search result)
Josh Barro thinks that Ozempic/Wegovy is a bigger deal than AI
value and opportunity 
Thanks mm&i! Appreciate the mention.