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Wintergems Weblog with one other fascinating Japanese Small cap write-up (Takeuchi)
Mat Roiss with an inventory of probably fascinating HK shares
Some fascinating takeaways from Fundsmith’s anual traders assembly
In line with Stratechery, Google is at an existential crossroad
Nice portfolio overview from Carsten at Augustusville
A really fascinating story on why Girls in South Korea don’t wish to have kids anymore
Ted Giola on the “Dopamine Tradition” promoted by the Large Tech firms
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