An ideal manifesto for the “gradual and boring” manner of investing
Staying Rational on glass packaging corporations Vidrala and Veralia
Moram pitches “The One Group Hospitality”, a US small cap restaurant operator
The Brooklyn Investor with some good ideas on rates of interest, inventory valuation and a few fascinating guide opinions
In fascinating overview on Japanese Coporate earnings and debt from James Montier
“House Photo voltaic” sounds loopy however might be a factor within the nearer future (Google search consequence)
Josh Barro thinks that Ozempic/Wegovy is an even bigger deal than AI
