MUST WATCH: Wiliam Thorndike (“The Outsiders”) gives a “Google Talk” (Note to myself: Check Colfax, Arch Re, Crown Castle)
Damodaran looks at the Beer-Mega-Merger. A very good template for how to look at mergers / M&A.
Interesting look at “FitBits”, a potential “Watch killer”
Einhorn’s Greenlight Q3 2015 comment (Defends SUNE, bought Michael Kors, sold Citizen)
Why driverless Uber cars might not be the individual car killers generally thought
8 reasons why no one cares for earnings anymore these day…
Finally Ben from WertArt on Rolls Royce and “investor hearding”