Some links
Very nice post: Investment lessons from 3 weeks of fatherhood
Should value investors look at money losing companies ?
Is Coporate Debt the weak link in a potential market downturn ?
Will the WeWork IPO maybe mark the peak of the current Unicorn mania ? Despite the valuation, there are many red flags in the S-1 prospectus.
Harry Markopolos, main Madoff critic, issued a 170 page attack on GE. John Hempton has a different view (part 1, part 2)
Interested in knowing more about Venture Capital ? Then the free Venture Deals online course the best opportunity
Must Read: Deep thoughts on the current Venture “Funding bubble” for loss making companies
https://www.economist.com/open-future/2018/06/29/bullshit-jobs-and-the-yoke-of-managerial-feudalism
This is a rather interesting article I read. Personally I have been often surrounded by a few of them. My highly paid ex-boss was “invited to explore new worlds” and now a junior person is doing much a better job. Today I met a ‘executive coach’ who is struggling to get assignemtns, while 10-12 years ago she was having great business. I thought the famous adage “you can fool everyone for some time, you can fool someone for all the time, but you cannot fool everyone all the time”.
and another one here: https://www.youtube.com/watch?v=oW4hfaiXKG8
FT was totally skeptic about the WeWork, but at the same time the quality of FT reporting is definitely questionable. Also from their website some red flagging warnings https://www.ft.com/video/93b4ca05-9541-42fe-a9e6-0349d880df55
I find FT reporting, relativ to others, top notch
Why do you think the FT reporting quality is questionable? Are you long Wirecard?