Some links & “3000”
A few days ago, the number of subscribers passed the 3000 mark. I feel extremely proud and also humbled that 3000 persons across the globe read my stuff on a regular basis despite all the typos and bad grammar. Thank you very much, this is really a great motivation to keep going !!!
Sprucepoint Capital has released a short report on c3.ai
Asiancenturystocks has a very comprehensive overview on Asian stock markets
Deep insights into Amazon’s ad business (these ads by the way annoy me big time as “power user”)
A good reminder from Ben Inker (GMO) on what mistakes to avoid in this market
Nice write-up on my former portfolio investment Installux
Ben Evans summarizes 10 big questions for the Tech sector in 2022 (and beyond)