Some links 3/2024 | value and opportunity

A couple of links 3/2024

The export of French cognac is facing problems even without Chinese sanctions (search result)

Good listing on UK shares by Andrew Sykes by Wes Chambers

Tea the fascinating world of underwater data cable to connect the world

says Sam Altman that the AI ​​needs a lot more power than expected

Overflight supplies with a trailer for the installed building products player in the US

For Berkshire/Buffett Super Nerds: Capital Allocation: Textile Mill Finance in New England (1955-1985) Yippee available for free download

Year interesting insight into the issue of home insurance in “hard to insure” areas of the US

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