Luxotica
Essilor luxotica
A company with potential
Kelly partners, a company operating in the accounting space where they acquire business.
Capital cycle theory, an interesting video
https://youtu.be/2J2Fb1bBufA?si=GanzbWOXBZvgOVwp This video is talking about the AI boom and some of the older booms that we have seen before. It's a good reminder of the boom bust aspects of industries. It also reminds me of Chesapeake energy. Or expand energy as it's known now.
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