value and opportunity

Is the AI Boom just a giant Real Estate Bubble ? 

Wintergems with another “Danger Zone” portfolio check. 

25 Short summaries of UK stock pitches

The Bear Cave Substack with a Short report on Private Equity Asset Manager StepStone Group 

The Take-over wave of UK companies is expected to continue for some time

The Valuelytica Substack reviews its collection of Quant Investment strategies 

An interesting Deep Dive into the rise of Costco’s Kirkland brand