Some links

John Hempton on Bank margins – Part 1 and Part 2

Ben Evens explains why Tesla and Netflix are NOT Tech companies

The Long Term Value blog likes “cigar butt” Gamestop

A good reminder on the potential threat from the “passive” boom in stock investing

Must Read: The Network effect manual

An honest analysis why a small cap investment has gone wrong

The funniest take down of WeWorks S-1 clearly comes from Scott Galloway

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