Some links
Maboussin with a deep dive on market share
Reading texts on paper seems to be more efficient than reading on a device
Nice write-up on HongKong’s Swire Pacific from Michael Fritzell
Marc Rubinstein makes the case for UK Banks as potentially interesting investment
Interesting pitch for FEMSA from Patient Capital
Insider Ideas thinks that Ocado might be worth a deeper look
Mark Suster thinks private (VC) valuations will need to reset
value and opportunity 
Sag ich schon immer, Text auf Papier schlägt Text auf Bildschirm. Die meinen ich sei rückständig können also nur nicht mit Texten umgehen.
There are large E-ink screens now…
Did they print the text on paper of the same size as the smartphone screens? Devices enable you to read everywhere outside regardless oft wind etc.