The Friday Roundup
A weekly digest of business and technology insights
Business Deep-Dives
Value Punks on Global Blue (🇺🇸 Ticker: GB), the leader in tax refunds for tourism shopping
Pzena Investment Management on Sabre Insurance Group (🇬🇧 Ticker: SBRE), the premium listed motor insurer
Michael Dion on Turkcell (🇹🇷 Ticker: TKC), the leading communication and technology company of Turkey
Technology and Investing
ChatGPT for Finance: Promise and Peril by Dave Nadig
Miscellaneous
Alec Tseung at The Smartkarma Podcast on insurance opportunities in China (and why he thinks that Ping An Insurance is undervalued)
David Thornton about the AI bubble and the third great gold cycle
Ron Barron on CNBC: Everything will be 'twice as expensive'
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