Some links
Some gory details on fake sales, missing cash and other stuff at Steinhoff
Prof. Damodaran on the complicated relationship between interest rates and stock prices
Broyhill Asset Management 2017 letter
Wexboy with a partial portfolio update
The popular Crypto Exchange Coinbase seems to be a complete mess
Ben Thompson has some deep thoughts on recent IPO Dropbox
GlobalStockPicking blog looks at its 5 top holdings
Prof. Damodaran has now an app with all his “content”
http://damodaran.appsstation.com/
Broyhill: when you have nothing substantial to say, you make a big narrative that may turn into a cheap literary essay… I prefer the facts & figures approach. No need of unnecessary long stories…
This latest VISA/Worldpay issue doesn’t appear to have been Coinbase’s doing.e.g. https://www.cnbc.com/2018/02/17/worldpay-and-visa-reversing-duplicate-transactions-for-coinbase-users.html