Some hyperlinks 17/2026


Is the AI Increase only a big Actual Property Bubble

Wintergems with one other “Hazard Zone” portfolio checok. 

25 Quick summaries of UK inventory pitches

The Bear Cave Substack with a Quick report on Non-public Fairness Asset Supervisor StepStone Group 

The Take-over wave of UK firms is predicted to proceed for a while

The Valuelytica Substack critiques its assortment of Quant Funding methods 

An fascinating Deep Dive into the rise of Costco’s Kirkland model

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