Some links
The 2017 annual letter of the TGV Truffle fund (Tripadvisor, India)
a16z podcast on the state of self driving cars
Ben Thompson on the Amazon / Berkshire / JPM Healthcare Healthcare announcement
Why predicting the future is really really hard
The Winter issue of Graham & Doddsville
“Alpha Male” Hedge Fund managers on average seem to underperform
Pershing Square (Bill Ackman) investor presentation
value and opportunity 
I am a specialist in predicting the past ! 🙂