Some links 14/2026 (opens in new tab)

The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs. According to this report from the recent Beijing Auto Show, the rest of the Carmaking World should be really worried A nice post on why aiming lower in your portfolio CAGR might be a good thing to do. Novo Nordisk’s new GLP-1