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The Vault #26: We are Adding to the Portfolio
We are benefiting from the tech sector pullback
Nov 10
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Only Moat #7: Nebius, Iren, Vertiv... Who Has The Moat?
A Deep Dive Into Who Controls the AI Infrastructure Economy for the Next 15 Years
Nov 8
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17
Strategic Insights: A File on Nuclear Energy and the Complete Investing Playbook
The Strategic Imperative Powering the AI Race and Reshaping Global Economic Competition
Nov 6
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Hidden Market Gems
26
6
🇦🇹 Kontron AG: European IoT Powerhouse Poised to Transform Industry 4.0
Discover how Kontron’s unique blend of hardware expertise, software innovation, and strategic portfolio moves is setting the stage for robust growth and…
Nov 5
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The Vault #25 We Made The Right Decision
Good Morning.
Nov 3
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[FREE] Only Moat #6: Critical Overlooked Player in Compute for AI
Ultra specialized Small cap in AI and Compute
Nov 1
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October 2025
Europe's Edge: Expertise and Specialisation
2 Minutes Read + List of Interesting Stocks
Oct 30
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🇺🇸 Rubrik Cybersecurity: Not far from Unlocking Growth and Reach Profitability
Stock Idea #82
Oct 29
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The Vault #24 Schizophrenic Sell Off?
I am Selling a Lot of Positions Because of This Fact, Everyone Should Do It.
Oct 27
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9
Strategic Insights: The Digital Revolution in Maritime and Port Logistics
Large-Scale Strategic Analysis – October 2025
Oct 23
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4
🇫🇷 Michelin: is The Durable Giant going Data Driven?
Stock Idea #81
Oct 22
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Hidden Market Gems
and
Ulrich Dubois
26
5
The Vault #23 The Market Won't Calm Down
Introduction
Oct 20
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