Some links
Must read: Rob Vinall’s latest letter (RV Capital 10th anniversary)
An interesting expirement: Trying to analyse the readability of annual reports
The Big Hack: How China “hacked” motherboards by inserting some extra chips
Great story on how difficult it is to break into the Rating oligopoly
Somehow, Oracle seems to struggle in the transition to the cloud
App only banks are becoming a thing
Must read (2): How (and when) 5G will effect us
value and opportunity 
Thank you for the excellent recommendation – it was a delight to read RV’s report.