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

 

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