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


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.