value and opportunity

Prof. Damodaran with a deep dive into WeWork

Woodford’s problems might lead to some value opportunities in Tech (search result, H/T Monevator)

A good reminder that value investing works over the long term because it often doesn’t work in between

Interesting post on banking (and German Banks) from Bruce Packard

VC “legend” Fred Wilson on the merit of positive Cash Flows

A16Z on how even successful platforms are at risks to be “unbundled” into new verticals

Stitch Fix looks like an interesting company / Stock