value and opportunity

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

Google has released an very interesting study how AI is actually used. In a nutshell, it’s still early days.