Some links

Nice write-up on Apollo Global (although I would not invest there)

An interesting essay on streaming – Unbundling vs. Bundling etc. from the former CEO of Sky

NotBoring on the Terra-Luna implosion

Why the US has an infant formula (milk powder) crisis

The UndervaluedJapan Blog celebrates its (slightly frustrated) 10th anniversary

Rare feature on Chris Hohn (TCI Fund)

John Hempton is angry about the Management of Swedish Match because of the proposed take over


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