Some links
A good long read on Moats (for startups)
The Aleph blog is back with thoughts on Value Investing’s potential comeback
GlobalStockPicking does a portfolio review
Prof. Damodaran on Venture Capital pricing & WeWork, Uber and Peleton
European banks seem to under invest into IT
And finally Safel Niveshak with 5 sure ways to destroy your wealth
value and opportunity 
Great –I mean GREAT!!– talk 🙂