Ben Thompson (Stratecherry) on Microsoft and Software program on the whole vs AI
Larry Swedroe explains properly why IRRs for PE funds will be so deceptive
Some ideas on AI, Software program and the affect on Rightmove
Opposite Analysis’s annual Tech report is value studying
2025 letter from LMN Capital (in German. Biontech,Intred, Femsa)
Very deep ideas on the AI dangers of a knowledge pushed firm like RELX from the Fiercely Unbiased Investor Substack
A pleasant write-up on the historical past of cross border funds and the enterprise mannequin of Clever