value and opportunity

Warren Buffett now has abandoned book value officially as measure for Berkshire’s success

Damodaran is  looking at the mess at KraftHeinz

Bill Gurley on the success of digital market places plus a checklist of what makes digital marketplaces interesting

Broyhill Investment’s 2018 letter

Deep thoughts on value chains (Walmart, Amazon, Google, Microsoft) from Ben Thompson

An interesting stock pitch on Nintendo

UK Fintech Revolut seems to be a tough place to work at