Some links

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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 

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