Some links
Are AI/data driven strategies to be blamed for the underperformance of Value Investing ?
The UK Value investor discusses his worst investment ever (Xaar)
Great Vanitfair story on WeWork and Adam Neumann
Damodaran on the ARAMCO IPO: Part 1 and part 2
And a (justified) comment from Alpha Vulture on Damodaran’s treatment of “truncation risk”.
Seth Godin on the “Google Tax”
value and opportunity 
True that WeWork is a chronic fake and will be hardly ever profitable. Everybody by niw should have learnt the lesson. Serialising the subject week after week turns it into a boring SoapOpera. (scott galloway does the same… but he is a bit funny 🙂 )
Mercie bien, V&O !