An interesting collection of 3 “Oddball stock picks” form the Bargain Stock radar Substack
Interesting write-up on market research firm YouGov Plc from Robin Research
The WinterGems substack with a portfolio update and the “50% draw down” test
“Every stock has a shelf life” – very good thoughts from Ian Cassel
Very interesting FT article on the “Private Equity Winter” (search result)
Some deep thoughts from Ben Evans on why Generative AI has not produced real use cases (yet)
Michael Mauboussin dropped a great paper on how to interpret and compare valuation multiples
