Some links (2026/Apr)

1. A view of Japan's market (link)
• Figure out who’s going to do something difficult — and be right about it.
2. B&M (link)
3. How to time your enter into a spin off (link)
• wait until approximately 40% to 50% of the company’s shares outstanding have traded since the first day of regular-way trading
4. Celsius by WinterGem (link)
5. Competitive Advantage Period (link)
6. Comparison of PM and BATS (link)
7. Rayonier (link)