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:

 

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.