value and opportunity

Graoullie (or his Antagonist) on the history of Dior and the LVMH holding structure

Andrew Brown with an update on Exor Spa

Some good thoughts about the impact of Meta’s Muse on “Inertia loser” stocks

Corteva is spinning of its Seeds business soon. Good write-up from “Value don’t lie”.

Howard Marks on US interest rates, deficits and the Dollar

A decent deep dive into Rightmove from UK Dividend Stocks

The Hermit substack on struggling Swedish Serial Acquirer Green Landscaping