Business Deep-Dives
Prescience Point on AerSale Corporation (🇺🇸 Ticker: ASLE), a company that provides aircraft engineering services, specialized in the sale, lease, and exchange of used aircraft, engines, and components
RF Capital Management LLC on Zengame Technology (🇨🇳 Ticker: 2660.HK), a China-based investment holding company involved in the development and operation of mobile games
The Wolf of Harcourtstreet on Adyen (🇳🇱 Ticker: ADYEN), a global payment company which serves leading companies such as McDonald’s, Spotify, Netflix, Uber, and more
Technology and Investing
Artificial Intelligence: Hype or Megatrend? by ODDO BHF
Miscellaneous
Rayna Lesser Hannaway (Polen Capital) sat down with Barron’s to discuss small cap investing, including 3 with big potential
Stock Investors in Barbieland by Cole Smead (Smead Capital Management)
Baillie Gifford’s Short Briefings on Long Term Thinking: Why small companies are big in Japan 🎧
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