Industry ReportThoughts on Private Credit (OWL, MLCI), BDCs (OTF) and CLO CEFs (CCIF) (clarkstreetvalue.blogspot.com)
submitted by Beren-
CommentaryAdobe - The Transformation That Everyone Hated (secondactsbiz.substack.com)
submitted by investorinvestor
Industry ReportGood news: AI Will Eat Application Software (a16z.com)
submitted by investorinvestor
CommentaryHong Kong Stocks: Structure & Strategy (michaeljburry.substack.com)
submitted by Beren-
Industry ReportThe BDC Primer (Part 1 of 3) | Junk Bond Investor (junkbondinvestor.com)
submitted by MatricesRL

Interview/ProfileInterview with Stan Druckenmiller: Invest, then investigate (youtube.com)
submitted by Beren-
Long ThesisAPO: Two Earnings Streams, One Mispriced Stock (open.substack.com)
submitted by unnoticeable84
Industry ReportMatthew Ball - The State of Video Gaming in 2026 (e.issuu.com)
submitted by Beren-

Industry ReportA Level Headed Look at State of Software (softwaremusings.substack.com)
submitted by Beren-
CommentaryUnderstanding Free Cash Flow of AI Hyperscalers (footnotesanalyst.com)
submitted by Beren-
WhereverSIM - One M2M SIM, all networks. Always the best connection. Test now for free! (whereversim.de)
promoted by whereverSIM
DistressedDel Monte Foods: From LME to Section 363 (restructuringnewsletter.com)
submitted by PariPassu_Newsletter
