A great deep dive into Agfa-Gevaert from the “Wholesome Inventory Alternatives” Substack
And every other research of a Belgian stalwart, Bekaert from Alex Candy
The WinterGems substack with a write-up on Monarch Cement plus an additional North The united states “Cement deep dive”
A just right reminder: You most likely don’t want Selection Inevstments to change into wealthy
Every other just right reminder that top focus in portfolios isn’t at all times really helpful
The (container) delivery trade as soon as once more is having a look strained because of bottlenecks (FT, seek outcome)
MIT Famous person Economist Daren Acemoglu is vey sceptical on any main advantages from AI (FT, seek outcome)
