Some links 11/2024
A nice deep dive into Agfa-Gevaert from the “Healthy Stock Picks” Substack
And another analysis of a Belgian stalwart, Bekaert from Alex Sweet
The WinterGems substack with a write-up on Monarch Cement plus an extra North America “Cement deep dive”
A good reminder: You probably don’t need Alternative Inevstments to become rich
Another good reminder that high concentration in portfolios is not always beneficial
The (container) shipping industry once again is looking strained due to bottlenecks (FT, search result)
MIT Superstar Economist Daren Acemoglu is vey sceptical on any major benefits from AI (FT, search result)
value and opportunity 
On Daren Acemoglu’s take on AI: I don’t know how much AI will grow the economy over next 10 years… What I definitely know is that over the same period, AI will grow stupidity to unimaginable levels.