It has been a crazy week here! Slowly chugging through the to-do list though. Just released our weekly newsletter - this week's read is Deep Economy by Bill McKibben, the weekly watchlist is $STRL to keep in theme with my recent infrastructure trend, and the investor spotlight is on @ifb_podcast, the first podcast I have shouted out! You can find the article here if you're interested in any of the above, plus news on $ABNB and $PL (+thoughts from @valuetowhom), and a teaser on my upcoming research article on WSP Global.

I also released a new episode of the Hourglass Investing podcast on Wednesday! It was one of the most enjoyable episodes to make so far as I was doing it on a favourite company of mine, Duolingo - $DUOL. In the epi I dive into the company, business model, growth levers, how they're maintaining their market position, and the balance sheet. You can check that out on Spotify here or find it on the podcasting platform of your choice!