value and opportunity

The Blackstone Christmas Video is actually quite funny

The French Focus Investing Substack on why the Universal Registration Document is a treasure trove for French companies

Paul Kedrowsky argues that current LLMs are close to a dead end in further development

The productivity gains of AI in coding might be lower as many think

Interesting FT Article on “Accounting Shenanigans” at WH Smith

Morningstar with a nice analysis of what drives and helps long term growth for companies

Some interesting “non intuitive” stock market lessons from TIKR