A nice deep dive into the messy state of affairs at Vivendi with some fascinating particulars on French Company Governance
Very attention-grabbing FT Alphaville deep dive on extremely secretive PC Gaming platform Valve/Steam
Clarke Sq. Capital pitch on Grupa Pracuj, a categorised participant from Poland
Companions Fund (previously often called TGV Companions) with its 10 yr anniversary letter to traders
Accountants could be secure for some time from being changed by an LLM (Twitter thread)
An optimistic report on Spain as a rustic
The Personal Fairness business retains innovating: They now invented “Continuation autos Squared” that make investments into….different Continuation Autos.
Some (deep) ideas on the present AI Datacenter Capex increase