Some links

Interesting analysis of Customer acquisition cost (CAC) and life time value (LTV) of Netflix users

Recommended: UK stock blogger Maynard Paton (h/t Alan who linked to this in the comments)

Concentrating bets sometimes doesn’t work even for very smart investors: Eddie Lampert  & Sears

The Crypto ICO market has cooled off significantly

Great post on moats in the digital age (Booking, Landstar)

The build-up of “almost-junk” debt is astonishing

Good write up on Herny Schein

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.