Some links

Interesting thoughts on the future of food delivery companies 

Must read: Valuesque on how “reverse factoring” can be (mis) used to (temporarily) juice up cash conversion and gross margins

The A16Z winter reading list

A recent interview with investment legend Peter Lynch

Eddie Elfenbein has released his 2020 buy list of 25 US stocks

Some interesting predictions for the next 10 years from VC Alex Danco

Deep insights into the casket Duopoly in the US

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