Some links
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
value and opportunity 
Thanks for the links