An attention-grabbing assortment of three “Oddball inventory picks” type the Cut price Inventory radar Substack
Attention-grabbing write-up on market analysis agency YouGov Plc from Robin Analysis
The WinterGems substack with a portfolio replace and the “50% draw down” take a look at
“Each inventory has a shelf life” – superb ideas from Ian Cassel
Very attention-grabbing FT article on the “Personal Fairness Winter” (search outcome)
Some deep ideas from Ben Evans on why Generative AI has not produced actual use instances (but)
Michael Mauboussin dropped an ideal paper on methods to interpret and evaluate valuation multiples
