value and opportunity

The Slow Compounding substack is “teeing up” a series on 12 less obvious, overlooked serial acquirers

The Quality Stocks Substack with a “Software is not dead” pitch

Warren Buffett now also stepped down as Chairman of Berkshire Hathaway after six decades

For the fans of “special effects accounting”: Prof Meintner on some creative IFRS accounting at Orange 

The AI hype of the Weekend is a new type of model called “Jev”. It’s not as smart as an LLM, but much cheaper, faster and doesn’t hallucinate (Youtube)

Canada has hosted an interesting “invest in Canada” summit last week. Maybe time to look deeper into the Canadian stock market in more depth.

The Bear Cave Substack points out potential problems at Jackson Financial, this time in the form of some Reinsurance Alchemy