Some links
When Daniel Ek, founder of Spotify sits down to talk, it is always worth listening
A cautious look at potential negative effects of “Buy now, pay later” offerings
Interesting deep dive into “the mind of Perma-bear Marc Faber”
Some interesting thoughts from Micheal Pettis how China will manage the Evergrande problem and a deep dive into Evergrande’s “accounting”
GlobalStockPicking with a portfolio update
Guru Copycat investing doesn’t to work so well
Bill Ackman scored big with the IPO of Universal Music
Plus an old song to start the week in a happy mood: Beach Boys – Big Sur
value and opportunity 