Some links

Rob Vinall (RV Capital) has released his 2018 letter with deep thoughts on subscription models. There will also be a Live Stream of his upcoming investor meeting

Marketfolly has good write ups on the London Sohn Conference

Interesting thoughts on the strength of different platform business models

GreenWood Investors explains its “12 month re-underwriting” process

Fellow blogger Wexboy with his 2018 review as does JohnKingham (UK Value Investor)

Strong versus weak technologies

Yet another value blog with write up on Radisson Hospitality and Telecom Italia

 

 

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