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Title: Value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts
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Bill Gates has some Book recommendations
Some very in href="https://quoththeraven.substack.com/p/breaking-burry?hashed_user=89bc0eef3ce2967dcb4a9e7e14530675&utm_campaign=11%252F29&utm_medium=email&utm_source=S...
Once again a pretty decent write-up on Symrise from the Sector Stories substack
A good article about Circle, th...
You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence. Spoiler: No actionable insights (I think).
Gemini 3.0. vs. Nvidia
Google Gemini 3.0 seems to be a really good model. I am currently using it with my prompts and it seems a little bit better but not that much. NotebookLM se...
Decent write-up on Robertet form the Sector Stories Substack. The earli...
Wise Plc
Just a few days after my writeup, Wise published 6M numbers. On the positive side, with regard to Transfer volume, new customers and deposits, Wise grew strongly between 18-37% as ...
