Interesting Microcap-Turnaround idea from Treasury Hunting Substack – Innovation Food Holdings (IVFH)
Roland Head looks at Diageo as a potential Dividend stock (Spoiler: not yet)
Hong Kong looks even more dead than Germany these days (search result)
FTAlphaville on the recent “AI superstar” Super Micro Computer (Search result, Spoiler: No so super duper)
A good summary on what we know about long term Private Equity performance (Spoiler: It isn’t special after fees)
It seems that retail noise traders (aka “Apes”) have made shorting stocks systematically more dangerous
Interesting “post mortem” from Forager on a distressed deep value investment in Finland (Blancco Technology Group)
