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

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