TGV Companions 6M letter (Midwich, Fila)
Pernod Ricard is promoting its Wine enterprise and an fascinating abstract on how eating places value their wine lists
Margins of Asset Managers proceed to shrink as a consequence of excessive prices
Fascinating and really bullish presentation from Coatue on the “Gen AI Tremendous Cycle”
Very fascinating publish from Klement on Investing on the optimum dimension and discance to the coast of Offshore windfarms
Sweetstock investing with a write-up on an Australian Filling station operator referred to as Viva Power
Rising Worth with a fast have a look at Swatch Group
