/ TLG-RESEARCH
Florian Link
Equity Trader & Researcher
Markets move fast. Worth watching closely.
A blog on financial markets - trade reviews, equity research, and opinion pieces.
Updated regularly
Trade reviews.
Research reports.
Opinions on markets.
tlg-research.com/blog/abnb-long-bkng-short
Equity Research
Trade reviews & equity research.
Latest Articles
Vol. 01 - 2026
Opinion
Why Should Google Have the Best Car If It Owns the Road?
The Gemini delay says little about Google's real AI bet
Opinion
Earnings Season Arrived. Will AI Returns Do the Same?
The season that tests whether AI returns are real
Opinion
Software Just Got Saved by the Bell
Why the software rally was a repricing, not a rotation
Equity Research
From Handsets to Hyperscalers
Amkor and the packaging bottleneck behind memory
About
Florian Link - Equity Trader & Researcher
FLORIAN
LINK.
Trading and researching financial markets. Sharing the thinking behind the trades - and the opinions that come with watching markets every day.
01
Education
MSc Finance - HEC Paris
BSc Management - London School of Economics