Elixirr have provided more colour to their results today via an excellent short video presentation: elixirr.com/en-us/investor… #ELIX They have an IMC presentation this Friday which you can register for here: investormeetcompany.com

$7378.t 140% of the free float has traded since results... institutional short interest has increased from NIL to ~6% On what, a vague discomfort of weaker Q4... Japan...

$BANQ.BR Another big partnership win for Belgium. investors.banqup.com/news-releases/…

Interesting update from Avant $3836.t regarding their actions to improve shareholder value. avantgroup.com/en/ir/irnews/a…

$PFG.AX More M&A to be expected youtu.be/UPGLJI0No9E

A few new slides have been added to our presentation, including a case study as an example, and a slide on tax efficiency.

$3836.T ($3836.T) (TYO.3836) #AvantGroup writeup. Founder still there, high ROEs, net cash, JP: - Goal: Consolidated Accounting automation. - The Business - The Balance Sheet - The Market - Possible Risks - Morikawa still at the front - The Opportunity swearengenenterprises.substack.com/p/caja-y-balan…

Interesting incentive plan for the new $BVS.AX CEO

Our September 2025 Letter to Unitholders was just uploaded to the Hurdle Rate Website. It discusses: - Returns before and after expenses - Portfolio news and a new investment - FY2025 Tax outcome The trust has an open invite to all eligible investors. hurdlerate.com.au

"AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022." (JPM's Cembalest) But bulls think the rally "broadens out"... WHY? WHY WHY WHY WHY WHY? Because Tom Lee said so?🙄