Govro from WIntergems with a deep dive into Pernod Ricard’s brandsInteresting writeup on Wise Plc from Ennismore (h/t Govro)The East72 Synasty Trust Quarterly letter is always worth reading (Exor, Swatch, Bolore, Man United)The Flyover Stocks blog with a great post on why Management Integrity is so importantInteresting article on some high end Cooperage (Barrel making) operations and their issuesA very detailed deep dive on the worrying Capex Mania in AI/LLM landJohn Hempton on “Crypto Bucket Shops” ...