Alluvial Capital with an interesting Colombian “sum of the parts plus catalyst” Cement company
A great deep dive into the much improved technology of Desalination from Tomas Pueyo
Some good lessons from watching and commenting on markets for 37 years
A very nice article explaining the three main contributors to the current success of LLM Gen AI models
It’s always worth listening whenever Prof Damodaran is on a podcast. His (critial) post on “Sustainability is equally worth reading.
Great write-up on French research company Ipsos
Part 1 of a very promising deep dive into the issue that Private Market IRRs do not equal investment perfomance
