Highlight: If you read only one thing this week then Wintergem’s deep dive on Moats (and the apllication on Adyen) is a MUST READ
Richard Beddard with a nice check up on UK Tech company Rasperry Pi
The newest AI models seem to be capabable of lying to their supervisors
If you like non-nonsense, down to earth finance talk, this podcast episode from Todd Wennings Flyover Stock blog/podcast is great.
Some US Small cap ideas from Royce
The Dungeon Investing substack with a first look into Square Enix (Very good Substack for everything related to gaming)
DB_Silver_Fox Substack on Carl Zeiss Meditec