Some links

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Munich now has the second most “Bubbly” real estate market globally

Morgan Housel on endurance and long time horizons

Bill Ackman likes Starbucks  and Dan Loeb goes activist on Campbell

Amazon seems to bite into Google’s ad monopoly

Some very smart thoughts on litigation finance and risk appetite

Greenwood Q3 2018 letter

David Einhorn had another miserable quarter

 

 

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