Some links
There is some evidence that “Bond King” Bill Gross was indeed a great bond investor
Wired story about Shein, the Chinese Ultra Fast fashion company
A not so positive take on Spotify
Some very deep (and not very optimistic) thoughts on inflation by Prof. Damodaran
A nice pitch for Medios AG from VERUS (German)
Nice post on some lessons learned from “master capital allocator” Tom Murphy (Capital Cities)
A good thing to remember: Warren Buffett’s (short term) market timing skills are not that good
value and opportunity 
Great links as usual, thanks.