Some links 24/2025
The Brooklyn Investor with an long all-round post and another one on Bubbles
The “Made in Japan” Substack with a nice guide to get started in the Japanese stock market
A great summary from the Latticework 2025 conference with various “Value Investing Legends”
The French Focus Investing Substack with a nice deep dive into Safran
The current LLM’s models do not think highly of Private Equity as an Asset Class
A nice and easy CEO checklist from the Dutch Investors Substack
Thomas Puyo on why Argentina is not doing much better economically
value and opportunity 
I just posted our inaugural piece on InterDigital. Worth a read! https://www.anfapartners.com/