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Links

Monday morning links

Deep-dive 2023-7, Activation Group, Red Roulette

, and Michael Fritzell

17 April 2023 . 12:02 PM

3 min read

Latest

Claude for equity research

Thematic reports

Claude for equity research

Claude Projects, Claude for Microsoft Office, Cowork and Dispatch

, and Michael Fritzell

21 April 2026

Update: TravelSky (696 HK)

Deep-dives

Update: TravelSky (696 HK)

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026

Insider activity March 2026

Insiders

Insider activity March 2026

5 highlighted situations

, and Michael Fritzell

15 April 2026

The coming El Niño of 2026

Thematic reports

The coming El Niño of 2026

Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners

, and Michael Fritzell

14 April 2026