Some links
The spring issue 2018 of Graham & Doddsville is out
A good overview on competition for self driving cars from Bloomberg
British stocks look cheap these days, one example is Centrica
Some updates on Spin-off situations
Great Longread on the dominating position of the combined Essilor/Luxottica
“Big Beer” needs to reinvent itself
Want to get into start-up Financing ? Here is a good guide for seed stage investments
value and opportunity 
I honestly don’t understand; how hard can it be for “big beer”? Some (most?) of them have tried to move into craft beer but it usually turns out with a mediocre IPA and a slightly more “edgy” label.
Can’t wait for craft mead to become a thing in Europe though.
Well, at least in some developed countries, beer consumption is decreasing, fro instance in Germany:
https://www.tagesspiegel.de/wirtschaft/bierkonsum-in-deutschland-ernuechterung-in-deutschen-brauereien/20923286.html
Add to this increasing market share for craft beer and sudenly there is little space for growth.
The Telegraph article may be mistaken:
it uses the spread between dividend and gilt yields but that’s not appropriate for global stocks that happen to be listed in the UK (should use a currency basket of sorts), and nominal dividends should be adjusted for tax effects (UK taxation favours dividends more than most comparable
jurisdictions).
Agree. But I would say it’s a home bias and simplification, as they focus into UK audience…