value and opportunity

Fantastic write-up on Sony Corp From Govro at Wintergems

And a very deep dive into Nintendo from Asian Century Stocks 

Patient Capital with a very interesting write-up on Nu Bank (X Article)

The UBS Global Investment Returns Yearbook Summary includes some very interesting stuff 

The Hamilton Lane 2026 Private Market Report contains tons of interesting charts and data (registration required)

VC pioneer Paul Graham with an interesting essay on ….Swiss Watches

It seems that SpaceX might get some VERY preferential treatment from Nasdaq at its IPO