Some links

A couple of Slide Decks from a Ben Graham Value Conference

John Hempton (Bronte) is short Mattel

Ben Thompson on the Future of (American) Television

A good summary on the major Fintech trends

The E-Scooter market is doing pretty well in year 2

sProf. Damodaran on how to value Uber

The fascinating story on how a 1000 USD painting became a 450 mn painting within a few years


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your 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.