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
value and opportunity 
What is your take on crypto funds and crypto in general? Is this a tulip fad or tulip fade? A lot of big names and big money getting involved but is there just too much moola sloshing around?
99,5% of all Crypto currencies will be zero long term. It’s a lot easier to find good stocks.
For me, the biggest news this WE was that Terry Smith exited Nestle.
For me