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 

One comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.