Some hyperlinks 20/2025


Attention-grabbing deep dive into the London Inventory Change Group and its present issues

Already just a few weeks in the past, Rob Vinall printed a really detailed 6M letter together with a submit mortem of Ryman

OpenAI has launched attention-grabbing utilization information for ChatGPT

The Valuelytica Substack (for some cause) backtested my very own outdated BOSS Rating technique

Streaming companies are jacking up costs on an ongoing foundation with out delivering extra worth 

Once more, in 2025, Momentum investing is the best way to realize Alpha (in the meanwhile)

Secret Sauce Investing Substack with a deep dive into Novo Nordisk

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