FNF #14
By Handzalah / Black Swan Research 10 November 2026, 6:15pm MYT
Topics discussed in tonight’s FNF:
- European supermarket store cyberattack which resulted in huge losses due to the food going bad (they hacked and raised the fridge’s temperature
- A lot of supermarkets are using outdated systems which can be vulnerable to cyberattacks
- Asian (mainly Korean and Japan) have difference corporate culture compared to the west
- A lot of the times they are family owned businesses
- Asians would try to depress their company valuation
- They would hold a lot of cash and not really buy back stock like the west
- AI lowers the barrier of entry for investors to study foreign investments
- Korean and Japanese annual report are mainly written in their own language and even if you toggle to the English version, there will still be a lot written in their language
- Dorchester Mineral LP (DMLP) is interesting company worth investigating
- DMLP basically gets royalties from certain resources extracted from its mineral right regions
- There may be a slowing down of AI development due to the US political scene
- UK politics and how England is the only one who did not want to join the EU
- Changing world order and what do we think will be the next economic power in 20 years
- Humans tend to think things will stay the same, however this is a flawed view of how the world works
- Paul from the Beatles faced backlash due to imperfection in his song, however in today’s time imperfection is more valuable due to AI making everything seemingly perfect
- Royal Dansk sewing tin analogy
- One member said he uses a lot of plastic per day and says that we should consume less