TGV half year report ( link ) VEF Frontier digital venture Opinions regarding China stock market ( link ) Redfin ( link ) ( link ) crypto related Why we need governance token? ( link ) Near transaction fee analysis (l ink ) EQS and FEMSA ( link ) Alimentation Couche-Tard again ( link ) Ownership founder control 23 % share and 67% votes Finance EV/FCF = 6.5 ~ 8.x% past growth rate is larger than 10% Risks The founder is 72 years old. EV car Declining Tobacco sales (40% of store sales) M&A issues, eg: Carrefour Opportunities New product/service Cannabis Food New Store Fragmented fuel station market in US (only 5% market share) M&A in Europe and Asia Quick Service Restaurants