Some Links

Smart thoughts on jobs, technology and zero sum games

Half year review of Clark Street Value’s portfolio

Prof. Damodaran updates his Tesla case. Tesla bondholders are also less enthusiastic

Interesting comparison of Visionary CEOs and “Optimizer” CEOs

Andreessen Horowitz is starting a 300m U$ Crypto Fund

A VC explains why E-Scooter star-up Bird might not be a bubble start-up

Must See: Jim Chanos and James Grant on Short selling


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