Ben Thompson (Stratechery) thinks that “group” is to solely reply for content material creators within the age of AI
Rubicon Stockpicker 6M report with some attention-grabbing new positions (Novem, Stratec, Hgears replace)
Verdad Capital on rising buybacks and dividends in Japan
An attention-grabbing pitch on an GLP-1 “inventory basket” (Novo and so on.)
Plus a fairly first rate evaluation if GLP-1 is certainly a marvel drug or not
Much more than 100 years in the past, value momentum appears to have been a related think about inventory investing
A latest paper on low volatility inventory alpha