Some hyperlinks 15/2025
Should learn: The FT has a improbable (free) article on the regulatory Shenanigans that Apollo, KKR & Co play with their Life Insurance coverage operations
As an fairness analyst competing towards AI, the finest technique to remain related appears to be to look the place little data is on the market on the net
The DB_Silver_Fox substack with a terrific write-up on Bossard from Switzerland
The “No deep dives” Substack with an fascinating write-up of Belgian firm Bekaert
A fairly complete presentation from Drum Hill Companions why Personal Traders may need to keep away from Personal Fairness & Co
Every time Andrej Karpathy has one thing to say about AI, it’s best to hear. Programming 3.0 is a superb idea.: Slides, Youtube
Nice write-up on how Reserving.com turned the behemoth it’s proper now