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Careful! "People say we know NVDA growth will slow down and thats OK. But not just slow down. At some point cos will realize they invested $10 in AI and got say $3 of revs, and cut new spend to zero. So growth will not just slow down but plummet. Until then is NVDA musical chairs." (ex-JPM strategist Marco Kolanovic, known as the "gandalf of Wall Street") TikTok is fuelling a boom in "indie perfum" and "copycats". A real threat for the incumbent perfume industry ?
 Is the UK really "Back in Business"? See also below, interview with Liz Truss (yes, the UK PM that was outlasted by a head of lettuce...) Frank Martin on an Investor´s key job: "Think Independently"
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In Pershing´s H1 letter, Bill Ackman details his views on Uber, Hertz, UMG, Chipotle, Nike and new position Alphabet / Google  Dadelo is a fast-growing (12x revenue since 2017) Polish bike retailer. The stock is 5x over the last 3 years. Sophra Peak shares its interesting bull thesis on the name (see article below) Charly Wartzel is looking critically at the socio-impact of AI: "one of the many offerings of generative AI is a kind of psychosis-as-a-service"
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To have "more recipes than incredients" is not bad per se (source). Yet I have a feeling that many recipes are "unhealthy junk food"
Ray Kroc built the "Real Estate Empire" that is McDonalds
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Reddit is the backbone of AI Morgan Housel has a new book out. You should read it
Massive limbs at Grimsby Town this week (click) Enjoy the Weekend!
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