value and opportunity

Some links 24/2025

Some links 23/2025

Was this the “Karpathy Moment” for the AI Industry ?

Performance review Q3 2025 – Comment “Keep waiting for that European Economic rebound”

Some links 22/2025

Private Equity (Mini) Series 6: Private Equity for the masses – Y2K edition

Some links 21/2025

The Anatomy of a 100 Bagger – How a Canadian Investor managed to hold Google for 21 years

Some links 20/2025

Private Equity Mini Series (5): Trade Republic offers Private Equity for the masses (ELTIFs) -“Nice try, but hell no”

Quick updates: EVS Broadcast, Eurokai & Jensen

Domo Arigato Mr. Roboto – Using AI Chatbots for an initial Stock Quality scoring

Some links 19/2025

Navel gazing Alert: How to improve my investment process by incorporating “Momentum”

Some links 18/2025

Novo Nordisk – 9 years later

Some links 17/2025