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
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 have linked to it already in the twitter feed
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” >