Some links

Great deep dive from Mathew Ball on Netflix and Gaming

An interesting look at “alternative performance measures” that are used by Tech companies

Highly recommended: AMA with Vitalek Buterin on Twitter (only people he follows could ask, first question from Elon Musk)

Thanks to Elon Musk, in theory “Space Base load Solar” could become a thing

6M reports from TGV Intrinsic ( Frontier Digital Ventures, VEF) and TGV Compound Interest (Amaysim, EQS, FEMSA)

A pretty cautious take on Chinese stocks

Spotify needs to take social streaming (and TikTok) very seriously

 

4 comments

  • Just to let you know what a great resource you provide. Thank you.

    On Mon, Sep 6, 2021 at 2:41 AM value and opportunity wrote:

    > memyselfandi007 posted: „Great deep dive from Mathew Ball on Netflix and > Gaming An interesting look at „alternative performance measures“ that are > used by Tech companies Highly recommended: AMA with Vitalek Buterin on > Twitter (only people he follows could ask, first question from“ >

  • How could you forget Rob’s 1H21 letter ? 😉

  • I always enjoy these

    On Mon, Sep 6, 2021 at 2:41 AM value and opportunity wrote:

    > memyselfandi007 posted: “Great deep dive from Mathew Ball on Netflix and > Gaming An interesting look at “alternative performance measures” that are > used by Tech companies Highly recommended: AMA with Vitalek Buterin on > Twitter (only people he follows could ask, first question from” >

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