Some links

On the difficult relationship between Restaurants and Delivery Apps

Remote work is going to stay

The founders of  a South African Crypto platform disappeared with a few billions of Bitcon

Zero Knowledge Proof (ZKP) technology could solve a lot of issues with data privacy

John Kingham with an in-depth look into QinetiQ

Swen Lorenz on SBM (Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A)

Noah Smith interviews Marc Andreessen

Investors are maybe too optimistic about stock market returns

And a special link: Anyone who registers on Swen Lorenz Undervalued Shares website, get his new Ebook with the best Finance blogs of the world for free (incl. V&O)

4 comments

  • SMB looks highly overvalued compared to the horrible 2020-2021 numbers.
    All time high only based on expectations the worst is over??!
    It looks difficult to uncork value in this stock. Only option seems selling hotels or building of appartments on these grounds.

  • Gabriele_Kaufrausch

    The Zero Knowledge Proof article is fascinating, thanks 🙂

  • Swen Lorenz has been bullish for SMB for 15 years. Hasn’t helped the stock price of the company, though.
    He should rather look at Lang&Schwarz (and maybe MMI007, too 😉)

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