Govro from WIntergems with a deep dive into Pernod Ricard’s manufacturers
Fascinating writeup on Sensible Plc from Ennismore (h/t Govro)
The East72 Synasty Belief Quarterly letter is at all times price studying (Exor, Swatch, Bolore, Man United)
The Flyover Shares weblog with an excellent publish on why Administration Integrity is so necessary
Fascinating article on some excessive finish Cooperage (Barrel making) operations and their points
A really detailed deep dive on the worrying Capex Mania in AI/LLM land
John Hempton on “Crypto Bucket Retailers”