A pleasant deep dive into Agfa-Gevaert from the “Wholesome Inventory Picks” Substack
And one other evaluation of a Belgian stalwart, Bekaert from Alex Candy
The WinterGems substack with a write-up on Monarch Cement plus an additional North America “Cement deep dive”
An excellent reminder: You most likely don’t want Different Inevstments to grow to be wealthy
One other good reminder that top focus in portfolios isn’t at all times useful
The (container) transport business as soon as once more is wanting strained as a consequence of bottlenecks (FT, search end result)
MIT Celebrity Economist Daren Acemoglu is vey sceptical on any main advantages from AI (FT, search end result)
