Some links

Good analysis from the UK Value Investor why Interserve was taken over by its creditors.

Lyft, the new hot ride sharing IPO is to a large extent actually an insurance company

Interesting thoughts on Aviation Economics by Greenwood

Deep thoughts on Banks, Fintechs, Open Banking etc.

Naspers is (somehow) spinning of its Internet assets

FTAlphaville with a great post on cloud software stocks

Clark Street Value looks at Howard Hughes and Oncomed Pharmaceuticals

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