Some links 09/2026 (opens in new tab)

A very good description of Sabre’s business from Best Anchor Stocks (following the Constellation Software investment) Interesting Deep Dive into “bill and hold” revenue recognition from Prof. Meitner (Gerresheimer example) Antropic has released a very interesting report on which professions they see as most likely to be disrupted by AI soon A good reminder that long term index returns are