value and opportunity

Wintergems Blog with another interesting Japanese Small cap write-up (Takeuchi)

Mat Roiss with a list of potentially interesting HK stocks

Some interesting takeaways from Fundsmith’s anual investors meeting

According to Stratechery, Google is at an existential crossroad

Great portfolio review from Carsten at Augustusville

A very interesting story on why Women in South Korea don’t want to have children anymore

Ted Giola on the “Dopamine Culture” promoted by the Big Tech companies