value and opportunity

Chinese researchers conclude that Ai cannot pick (Chinese) stocks successfully

The Slow Compounding Substack on Swedish Serial Acquirer Momentum Group

KNA Capital thinks that Howden’s has a great opportunity in the US (Via Flyover stocks)

Quick pitches for three cheap French Technology stocks

Another set of short musings from Graoully

A nice interview with Jensen’s Group CEO and Chairman

The Blackwood Research Substack has a great series of unusual stocks