Things We Learnt This Week…..Software…Market structure….Value matters….and Coca-Cola lights the AI touch paper.

It has been a hell of a week compressed into only a couple of days. The press is full of a bunch of….Euphoric, Bubble, Year End Melt Up….articles which is all fine…..but observably we do seem to have learnt a few things worth noting. In no particular order……here goes. Market wise…we held our breath for...

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