Sung Capital Substack on Karelia Tobacco from Greece
Govro with one other “alcoholic deep dive”, this time Cuervo from Mexico
Bob’s Cost Substack on the Fiserv bloodbath
The Optima’s Substack thinks that Espresso costs may go a lot greater
Weight reduction drug use within the US is up and weight problems down considerably based on this research
Some ideas from Dwarkesh on potential AI buildout trajectories
The BG2 Podcast with Sam Altman and Satya Nadella is certainly price watching/listening to