Some links

Good post from 25iq on how to value subscription based businesses

Don’t miss: Barry Ritholtz interviews Ed Thorp

By coincidence I also found this interview with Ed Thorp’s initial partner Jay Regan

Some thoughts on Mining stocks from Forager

What’s next for the Asset Management industry ?

Patience is a potentially big competitive advantage for investors

Vomiting (among others) is  a big problem for Robo taxis

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