Mästerverk om ett av börsens bästa bolag #Raysearch $RayB

[ $MOVE ] Medacta: When Patients Build Better Surgery The Setup Swiss company with €590M revenue consistently outgrows $15B giants. Like a cooking school competing against McDonald's, and winning. What They Do Teach surgeons to replace joints better. Their founder's botched

You're already a customer. So is everyone you know. Eight billion people can't cancel this subscription. A single chip fab drinks like a city of 50,000. Taiwan learned that the hard way. A typical nuclear reactor? Drinks like a city of 300,000. Sicily's reservoirs down 45%.

Water Intelligence: 7x earnings, steady profits, insurance contracts. Also: facing smart home tech that makes their entire service unnecessary. Value trap or opportunity? $WATR link in bio

Great research . Silba my hat

A Norwegian family spent 13 years losing money learning how to pressure-cook sewage. Today they have a global monopoly with 60% gross margins. The catch? They're perfecting 180-degree technology while new regulations might require 400 degrees. Classic moat vs disruption story.

Even PFAS is mentioned in sewage clean up - great deepdive

Does Malcolm Gladwell know about it?