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


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.