A good 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 Various Inevstments to turn into wealthy
One other good reminder that prime focus in portfolios will not be at all times useful
The (container) delivery trade as soon as once more is trying strained on account of bottlenecks (FT, search end result)
MIT Celebrity Economist Daren Acemoglu is vey sceptical on any main advantages from AI (FT, search end result)
