value and opportunity

Interesting Post from Verdad on Japanese Banking stocks. In addition, they released a white paper on how to invest into Biotech companies

A very concrete example how an AI Tool (NotebookLM) can replace a lawyer in Venture Capital

Great first part of a write-up on Kinsale, the US Specialty Insurer from the Slow Compounding Substack

Very nice write-up on FW Thorpe, a UK based family owned company from Emil

Alcohol consumption is declining in China, too.

Flyover stocks with a nice post about the continued success of Fastenal

Swen Lorenz (undervalued shares) shares some interesting insights on what’s hot in Financial newsletters and what is not