Some links

Prof. Damodaran thinks Apple and Amazon are overvalued. Consequently, he sold Apple and is short Amazon.

Three reasonable priced UK stocks with some “special situation” aspects

A nice write-up on Dollarama

Why you shouldn’t follow (or even ignore) sell side analysts

An interesting overview on Emerging Markets

Scott Galloway on retail, Amazon and why “big Tech needs to be broken up”

 

Ben Horrowitz explains Blockchain very easily:

 

 

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