Alluvial Capital with an fascinating Colombian “sum of the components plus catalyst” Cement firm
An excellent deep dive into the a lot improved expertise of Desalination from Tomas Pueyo
Some good classes from watching and commenting on markets for 37 years
A really good article explaining the three fundamental contributors to the present success of LLM Gen AI fashions
It’s all the time price listening each time Prof Damodaran is on a podcast. His (critial) submit on “Sustainability is equally price studying.
Nice write-up on French analysis firm Ipsos
Half 1 of a really promising deep dive into the difficulty that Personal Market IRRs don’t equal funding perfomance
