Some links 19/2026
Interesting profile on Bill Ackman from Fortune Magazine
Recommended: Sector Stories Substack with yet another well research post, this time on the luxury industry
Interesting deep dive into OpenAIs Business model from a Private Equity perspective
At least in the US, there is a growing bull market for “non-digital” media
Some good news for the environment: Removing “forever chemicals” from soil can be done relatively easily and cheap
A good reminder how far Elon’s companies are still away from any reasonable valuation levels even after the recent drop in share price
value and opportunity 
For value investing beginners, what tools would you recommend? I’ve tried Notion and Obsidian, but the APIs and plugins nearly drove me crazy. I also gave journalytics.com and stockxy.com a shot. The former comes with a lot of built‑in workflows that feel like they embed investment discipline into the system—great concept, but I’m not sure how it plays out in real practice. The latter is more like a Notion‑style trading journal; I haven’t really started using it yet. I also tried TradingView, but it felt a bit overwhelming and seems better suited for day trading.
Could you help evaluate these software options and then put together a blog post on tool selection?