value and opportunity

Highly recommended: Prof. Damodaran on Market Cap thresholds over time , Nvidia and how to calculate implied growth rates

Another Flavour & Fragrances “Banger analysis” from Sector Stories, this time IFF 

French Focused Investing substack on Dividend Aristokrats in France

How (and when) to derisk portfolios before retirement

Great deep dive into the company Duolingo from Quartr

Interestingly, Dwarkesh will prioritize writing essays over doing podcasts

52 Interesting and entertaining things Tom Whitwell learned in 2025