Some links 08/2025
If you have 2 hours to spare and want to know more about AI LLMs than 99,8% of your peers, then this video from Andrej Karpathy is what you should watch
Maynard Payton on Filtronic, one of the very few winners on the UK AIM Market
BYD shocked competitors with Super-duper fast charging some days ago. And it’s being rolled out in April.
The Private jet market is doing very well
Smoking Mariuana really seems to impact consumer behaviour. I wonder how that would interplay with Ozempic.
The Behind the Balancesheet Substack with a nice summary of a recent Value & growth conference in New York
The “Dividend anomaly” could be quite easily exploited
