Some links 14/2025
Andrej Karpathy on the opportunities and dangers of the new AI Video generation tools
David Einhorn pitches Lanxess at the Sohn conference
BCG with an interesting report on investment opportunities in Climate Resilience & Adaptation
The Midyear Private Equity report from Bain shows how PE firms have been “liberated from exit options”
The “Patient Capital” Substack with a book review of “The Nvidia Way”
Richard Beddard with short reviews of a few UK contrarian stocks
Outside the US, Value Investing seems to be still working according to Morningstar
value and opportunity 
For 2024 Lanxess is reporting a revenue of 6.366 million euro.
I wonder why Einhorn is presenting at around minute 19 in the linkes video a forecast with expected revenues of roundabout 2000+x million euro in the next years.
Did I or Einhorn mix up something??
I think that you have typed the first link wrong.
Thanks. Replaced it with another link.