value and opportunity

A really good summary from John Huber on the current state of the AI Data Centre build out

Goldman Sachs is significantly restricting access to AI tools for its employees. Also Apple is limiting token usage for most employees.

Recommended: Dave Waters takes a look at the Belgian Expert Market (Note to myself: Check with my All Belgium Shares Series)

Prof. Damodaran with a follow up on his Anthropic valuation and some must read stuff on cost of capital

The Slow Compounding substack with a decent write-up on Nordic Serial acquirer Berner

Paraguay’s leading online bank seems to have gone under over the weekend

Moringstar with an interesting analysis on what happened to Nr.1 market cap stocks in the US over the last 100 years