Must read (for Oak barrel afficionados): Wintergem’s deep dive into TFF and the oak barrel market
Local Indian Whisky seems to become a thing in India
A very deep dive into HAL Trust in the latest East 72 Dynasty Trust investor letter
Air Street Capital’s “State of AI 2024 report” has been released
Some interesting charts why the current “American stocks are the only game in town” period might soon be over
John Hempton with a rare long pitch on Brambles, the Aussie Pallet maker
A deeper look into the problems brewing under the surface in the Private Equity industry
