Some links
Great feature on Roloef Botha, CEO of legendary VC Sequoia
Prof. Damodaran with a valuation Update of the FANGAM stocks
Some interesting thoughts on rising interest rates and banks from Marc Rubinstein
Slide deck on the Westwing investment case
Long deep dive into legendary Hedge Fund Coatue
On Spotify and its Podcasting business
A deep dive into Gaming company Take-Two and its Zynga acquisition
I always enjoy reading Damodaran, he always brings that old-school textbook valuation analysis. Curiously, he dumped Facebook because of its name, which is not something they teach you in MBA school!
Thanks for pointing out. Should work now
The link to the valuation update is incorrect. It links to a blog on lithium.