Some links 21/2025
Fantastic profile of Thomas Peterffy, the legendary founder of Interactive Brokers
Nice write-up on UK stock Johnson Matthey from the Modern Investing Substack
The Oracle of Oslo Substack on “sum-of-parts” play F.I.L.A. Spa
Maynard Payton with a “Super Deep Dive” on FW Thorpe
A great summary of Andrej Kaparty’s LLM talk (Twitter/X link)
Bain’s 2025 Tech report is an interesting read
A critical look into the “Quantum Bubble 2.0” from the recommended Shorts & Squeezes Corner Substack
value and opportunity 
Hello, will you do the update for the last quarter?
Working on it
if I would be you, I would put all my assets into Quantum Computing stocks !!!
Yes, I started with Quantumscape