Some links
A great deep dive on how to measure network effects from A16Z
Ben from Wertart with some general thoughts and reflections on investing
A good overview on how Buffett’s investment focus changed over his carreer
Ben Thompson’s “State of the technology” is a very good read on Google & Co
AMD has benefited form the Crypto craze. Is it now a short candidate ?
“Big Beer” AB Inbev is facing headwinds
Manning & Napier: Cheap active asset manager or gone for good ?
value and opportunity 