Some links

Prof. Damodaran thinks that GE is undervalued and 5 lessons to be learned from the GE debacle

Great profile of Shane Parish (Farnam Street Blog)

Warren Buffett has been buying JP Morgan, Oracle and other Financials.

Great CNBC interview with John Malone (h/t valueinvestingworld)

MBOs seem to be an indicator that an industry might be undervalued

GlobalStockPicking looks at the Dental industry

A great overview on where innovation will happen next from Benedict Evans (A16Z):


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