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
In perspective:
https://news.artnet.com/art-world/comedian-adam-conover-art-market-scam-1047887
On Salvator Mundi: if a movie is not underway, then a a documentary about it surely is !
Thanks for the links! I think I’ll remain skeptical about the unit economics of e-scooters until I see a couple of financial statements.