Some Links
UK retailer Next Plc has a highly interesting 6M report with many deep thoughts on retail and Covid-19
A good reminder that SPACs still are bullsxxx
Interesting interview with author and financial historian Edward Chancellor
Some deep insights into an Japanese activist story (Ryoyo Electric)
As indeed “winter is coming”, life will happen more outdoor than usual
A16Z on “deep” job platforms
A WSJ portrait of the short seller behind “Hindenburg Research” (Nikola)
value and opportunity 
Great collection. I’d note that Schrole (SCL.AU) is worth a look re deep job platforms:
https://www.holdco.blog/post/schrole-scl-au-the-job-marketplace-for-international-teachers