Alluvial Capital with an attention-grabbing Colombian “sum of the components plus catalyst” Cement firm
A nice deep dive into the a lot improved know-how 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 at all times price listening at any time when Prof Damodaran is on a podcast. His (critial) publish 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
