value and opportunity

French Cognac exports are struggling even without Chinese sanctions (Search result)

Good write-up on UK stock Andrew Sykes from Wes Chambers

The fascinating world of undersea data cables that connect the world

Sam Altman says that AI needs much more power than expected

Flyover Stocks with a teaser for US insulation player Installed Building Products

For Berkshire/Buffett Super Nerds: Capital Allocation: The Financials of a New England Textile Mill (1955-1985) is available for free download

An interesting look into the home insurance problems in the “hard to insure” areas in the US