Some links

Molten Ventures is another beaten up listed VC stock

A critical look into the Mega Buyout (and mega leverage) of Citrix

Although it’s from McKinsey, this interview with VC legend Bill Gurley is really good

Extremely interesting analysis of the accuracy of analyst forecasts

Ben Thompson (Startechery) sees Microsoft as the “real VR” company

Interesting deep dive into the current state of Softbank

Very nice write-up on Hypoport from Verus (German language)


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