Some links
Has China’s tech bubble already exploded ?
Fred Wilson on the first mover (dis-)advantage
The “Chickenshit Club” seems to be a very interesting book as well as “Lying for Money”
The New Yorker has a great feature on Paul Singer (Elliott)
A very interesting and detailed portrait of TripAdvisor
What a surprise: Elon Musk “is excited to stay as CEO of a public listed company”
value and opportunity 
can’t buy this piece. Tech leaders (BAT, JD, Netease, Xiaomi) are high profitable while their valuation is just moderate. Tencent ‘s 30x multiple translates into a PEG