value and opportunity

Very interesting article on non-bank “Private Credit” that fueled the recent Private Equity Boom and its structural issues

Joachim Klement with a very interesting statistic on PE funds and the success of “late” investments

Potentially big if true: SDK claims breakthrough in solid state battery technology (FT, search result)

Interesting opinion: The output of ChatGPT &Co is essentially BS

A fantastic post by Noahopinion on why so many “viral charts” are essentially BS, too (and what to look for)

John Kingham does a deep dive on Diageo as a potential Dividend Growth stock

M. Mauboussin on the rising concentration on the US stock market