Some links

Bloomberg article on the meltdown of the Archegos Hedgefund

A “Must read” memo from Rob Vinall on how to adapt to rapidly changing markets   

Prof. Damodaran with an interesting deep dive into rising interest rates vs. stock valuations

The Atlantic on the potential of mRNA technology

Yetanothervalueblog likes Discovery, one of the Archegos “victims”

A “conversation with Bill Ackman” from January but still relevant (SPACs etc.)

The thirst for growth assets is met by increasing supply

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