value and opportunity

Dario Amodei’s Essay on “pacing AI development” is worth reading

Also the independent review of the Hugging Face “Swarm attack” is a good but scary read. 

Emerging Value with an overview of interesting Argentinian stocks

Some very interesting insights from Prof Damodaran on Interest rates and stock prices

Andrew Brown (Dynasty) with an update on Belgium Holdco D’ieteren and Belron

Quality Stocks on Uber’s Delivery Hero acquisition (which could in itself be an interesting special sit)

Charlie Huggins with a decent “bucket list” of topics when assessing company culture