Some links 07/2026
Clarke Quare Capital with a great “Special Situation Digest”
A very structured X article on Vertical Software Moats and which might survive AI/LLM. And another interesting “SaaSocalypse” take from the Quality Stocks Substack
Larry Swedroe on the proliferation of the “Small Cap Stock Social Media Pump & Dump”
An epic update on Bombardier from the Wintergems Substack. Also his post on the Japanese Videogame industry is a great read.
Two interesting book reviews of Korean Investment books form Douglas Kim: Absolute Principles of Stock Investments and A Country without Shareholder Rights
A list of the biggest “Hedge Fund Hotels” from the FT Alphaville Substack
Mavix with a great write-up on the Italian Port Software specialist Circle SpA
Thanks for sharing!
Thanks a lot for for the mention. Cant wait to Read on circle spa i look at this one last year but too esrly not enough margin of safety but one year later things might change -