Some links

China’s impact on the world economy has increased significantly

Interesting rant on why AI won’t replace any job and Won’t drive any car

Fantastic slide deck on how the VC market has developed (hint: a lot of value is now captured pre IPO)

Pabrais’s “free lunch portfolio” tanked in 2018 but he is proposing a new one for 2019

“Bond King” Bill Gross now has officially retired. Maybe a few years too late.

Sequoia Fund Q4 letter

Random thoughts on HoldCos, Netflix, SPorts Media company and some links

 

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.