Some links 27/2026
Morningstar with a list of potentially undervalued luxury stocks
Very interesting deep dive from Edelweiss Capital into the Question how AI Agents will influence OTAs (Booking etc.)
Abbott Laboratories is planning a major spin-off in 2027
Thoughtful Q3 letter from Greenkeepers Asset Management
Govro from Wintergems with an update on Champagne and other alcoholic spirit companies
Tomas Puyo with a fantastic deep dive on what’s wrong with French education
Jeremy from French Hidden Champions with a short “manifest to invest into French stocks”
Hallo Herr MemyselfandI007,
Ich wollte mich für die kuratierten Leselisten bedanken, die seit geraumer Zeit meinen Horizont erweitern.
Liebe Grüße
Danke für den netten und motivierenden Kommentar !!!!