value and opportunity

Great deep dive into Software Serial Acquirer Vitec from the Slow Compounding Substack

A nice collection of 26 different UK stock ideas from the “British Alpha” Substack

A great story on the history of the Bloomberg Terminal

Latticework with a quite contrarian pitch on Nike

The Value don’t lie Substack with a good summary of what to look for (and avoid) when investing into turn-arounds

Already a few weeks ago, the Hidden Value Research Substack had a decent write-up on CTS Eventim

A very reflected travel report from a Japanese Investor visiting the US & Canada