Some links 26/2025 Decent write-up on Robertet form the Sector Stories Substack. The earlier post on Givaudan is really good, too, as well as the Flavor & Fragrances intro A significant percentage of today’s investors has not experienced a real bear market A deep dive into the major issues of the PE industry from the LT3000 blog Monevator with an interesting post on https://valueandopportunity.co....m/2025/11/17/some-li
