Some links

Whitney Tilson now has his own website / blog.

According to Andrew Left (Citron), the  recent IPO “The Amazon of Africa” Jumia is a complete fraud

Very Expensive stocks have outperformed now for some time

On Gazprom and why some Value Investments need catalysts

A16Z with a great post on why just having lots of data doesn’t create a defensible moat

Interesting perepctive: What Long term investors can learn from traders

Google is tracking a lot of stuff. For instance all your puchase receipts in Gmail, but free mobile games seem to be a lot worse

 

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