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Some links 14/2026

Дата публикации: 10-05-2026 04:23:06

The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.  According to this report from the recent Beijing Auto Show, the rest of the Carmaking World should be really worried A nice post on why aiming lower in your portfolio CAGR might be a good thing to do. Novo Nordisk’s new GLP-1

Основное содержимое страницы с новостью.

The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs. 

According to this report from the recent Beijing Auto Show, the rest of the Carmaking World should be really worried

A nice post on why aiming lower in your portfolio CAGR might be a good thing to do.

Novo Nordisk’s new GLP-1 pill is doing exceptionally well

A great deep dive into how Oil refineries actually work

Interesting post from Wolfgang Klement on the Alpha of “unpredictable” stocks

The Heavy Moat Substack thinks that Nintendo is now interesting

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