Some links 15/2025
Must read: The FT has a fantastic (free) article on the regulatory Shenanigans that Apollo, KKR & Co play with their Life Insurance operations
As an equity analyst competing against AI, the best strategy to stay relevant seems to be to look where little information is available on the web
The DB_Silver_Fox substack with a great write-up on Bossard from Switzerland
The “No deep dives” Substack with an interesting write-up of Belgian company Bekaert
A pretty comprehensive presentation from Drum Hill Partners why Private Investors might want to stay away from Private Equity & Co
Whenever Andrej Karpathy has something to say about AI, you should listen. Programming 3.0 is a great concept.: Slides, Youtube
Great write-up on how Booking.com became the behemoth it is right now
