Some hyperlinks 10/2024


An attention-grabbing assortment of three “Oddball inventory picks” type the Cut price Inventory radar Substack

Attention-grabbing write-up on market analysis agency YouGov Plc from Robin Analysis

The WinterGems substack with a portfolio replace and the “50% draw down” take a look at

“Each inventory has a shelf life” – superb ideas from Ian Cassel

Very attention-grabbing FT article on the “Personal Fairness Winter” (search end result)

Some deep ideas from Ben Evans on why Generative AI has not produced actual use instances (but)

Michael Mauboussin dropped an awesome paper on how you can interpret and evaluate valuation multiples

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