Some links
The Bank of England (!!) has a new blog and looks at the impact of driverless cars on car insurance. I will follow up on that one…..
The Brooklyin Investor with a deep dive on Brookfield Asset Management
HEICO seems like in interesting player in the aircraft spare parts sector (jnvestor)
Fundooprefessor with a great post on the potential “staying power” of companies
Nate from Oddball with some very good thoughts about FinTech start up Lending Club and if they will make banks obsolete
A very helpful exercise: Think of what can make your portfolio companies going out of business (Gannon)
value and opportunity 