value and opportunity

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”