Some links 14/2026
The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.
According to this report from the recent Beijing Auto Show, the rest of the Carmaking World should be really worried
A nice post on why aiming lower in your portfolio CAGR might be a good thing to do.
Novo Nordisk’s new GLP-1 pill is doing exceptionally well
A great deep dive into how Oil refineries actually work
Interesting post from Wolfgang Klement on the Alpha of “unpredictable” stocks
The Heavy Moat Substack thinks that Nintendo is now interesting
value and opportunity 