Clarke Quare Capital with a nice “Particular Scenario Digest”
A very structured X article on Vertical Software program Moats and which could survive AI/LLM. And one other fascinating “SaaSocalypse” take from the High quality Shares Substack
Larry Swedroe on the proliferation of the “Small Cap Inventory Social Media Pump & Dump”
An epic replace on Bombardier from the Wintergems Substack. Additionally his publish on the Japanese Videogame trade is a superb learn.
Two fascinating ebook critiques of Korean Funding books type Douglas Kim: Absolute Ideas of Inventory Investments and A Nation with out Shareholder Rights
A listing of the greatest “Hedge Fund Accommodations” from the FT Alphaville Substack
Mavix with a nice write-up on the Italian Port Software program specialist Circle SpA