Nice write-up on UK low cost retailer B&M fro the Sector Tales Substack
Replace from the Curious Investor with some good inventory summaries
In keeping with the FT, the US inventory market sees “a flight to Rubbish”
A big research of a fleet administration software program supplier exhibits that EV Batteries are holding up fairly properly over time.
A fairly good abstract of Buffett’s secret sauce over the a long time from Larry Swedroe
Prediction markets like Kalshi have gotten mainstream in The US regardless of all the problems. And Kalshi appears to be main.
An attention-grabbing profile of Coupang, the “Amazon of South Korea”