Some links

Interesting view on the “streaming wars”: It is not a “winner takes it all” game (Netflix, Disney)

The finance industry is increasingly using SPVs to trade hot startups Pre-IPO (Search result)

Gread “post mortem” on Restaurant Group Plc by John Kingham

A very critical view on online advertising

AQR/Cliff Asness thinks it is time to “tilt” towards “value stocks”

November update from Stock Spin-off Investing

Norway proves that there is still a lot of oil left in the North Sea


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