value and opportunity

US packaged food companies are struggling

Prof. Damodaran on Amazon 

Deep thoughts on Cryptocurrencies and the new Basecoin

Excellent post on how to look at (and evaluate) Startups at the seed stage

The UK Value Investor with an in-depth look at Morrisons

Some details about WeWork and the Softbank Vision fund

Interesting thoughts on how to “fix” the Price-to-Book Ratio