Some links 10/2026
Fantastic write-up on Sony Corp From Govro at Wintergems
And a very deep dive into Nintendo from Asian Century Stocks
Patient Capital with a very interesting write-up on Nu Bank (X Article)
The UBS Global Investment Returns Yearbook Summary includes some very interesting stuff
The Hamilton Lane 2026 Private Market Report contains tons of interesting charts and data (registration required)
VC pioneer Paul Graham with an interesting essay on ….Swiss Watches
It seems that SpaceX might get some VERY preferential treatment from Nasdaq at its IPO
This means a lot for me that you enjoy the Sony piece! Going A to Z on this industry … Konami will be next I think with square enix…eventually take two CD-R project EA
https://keubiko.substack.com/p/nasdaqs-shame
Noble shamelessly plagiarised this article from Keubiko.