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)
value and opportunity 
Your little “Stichelei” against McKinsey reminds me of Oliver Kahn against Süle this Saturday. 😉
You can call me “Titan” 😉
Weiterimmerweiter
Thanks for the link collection.