Some links
The always excellent Valuesque blog with some insights on how to manipulate round EPS numbers
A great list of attributes from A16Z on how to analyze market place businesses
The epic Semper Augustus annual letter (128 pages…)
Another AirBnB scam, this time in London
Very interesting deep dive why most AI (startup) companies are mostly not software companies but service businesses
The art of defining EBITDA for tech companies
Yetanothervalueblog with a deep dive into Wrestling (WWE)
