TGV Partners 6M letter (Midwich, Fila)
Pernod Ricard is selling its Wine business and an interesting summary on how restaurants price their wine lists
Margins of Asset Managers continue to shrink due to high costs
Interesting and very bullish presentation from Coatue on the “Gen AI Super Cycle”
Very interesting post from Klement on Investing on the optimal size and discance to the coast of Offshore windfarms
Sweetstock investing with a write-up on an Australian Filling station operator called Viva Energy
Emerging Value with a quick look at Swatch Group
