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

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