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

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