Some links 05/2026

Posted on by One comment

Ben Thompson (Stratecherry) on Microsoft and Software in general vs AI

Larry Swedroe explains nicely why IRRs for PE funds can be so misleading

Some thoughts on AI, Software and the impact on Rightmove

Contrary Research’s annual Tech report is worth reading

2025 letter from LMN Capital (in German. Biontech,Intred, Femsa)

Very deep thoughts on the AI risks of a data driven company like RELX from the Fiercely Independent Investor Substack

A nice write-up on the history of cross border payments and the business model of Wise

One comment

  • Half-bagger
    16. February 2026 09:13

    Can you please provide an update on you AOC activist fund investment.

    Their Gerresheimer investment – toast

    Their Hello Fresh investment – dead

    Their MTG – toilet

    Their AGFA investment – (you know by now)

    I am looking for shorts in this market, hence I would like to know at which company they are looking now.

    Reply

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