A terrific manifesto for the “sluggish and boring” manner of investing
Staying Rational on glass packaging firms 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 attention-grabbing e book evaluations
In attention-grabbing overview on Japanese Coporate earnings and debt from James Montier
“Area Photo voltaic” sounds loopy however may very well be a factor within the nearer future (Google search end result)
Josh Barro thinks that Ozempic/Wegovy is a much bigger deal than AI
