Some links

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The UK Value investor with a deep dive on UK utility SSE

Great summary on what investors can learn from operators and vice versa

Must read from Ben Thompson: What is a Tech Company

Recommended: The “Ruffer Review 2019” with a lot of interesting but cautious stories on financial markets

The “Drone Bubble” seems to finally burst

Google tries to keep search users on their site more and more

The WeWork IPO seems to come at a lower valuation as inititally thought

 

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