value and opportunity

VC Legend (and future fiction author) Brad Feld on the 6 bn Binance Crypto hack (Spoiler: He thinks that Crypto is fuxxed)

Some deep thoughts on how AI will influence and change White Collar work

Prof. Damodaran with an attempt to value Anthropic (at a CoC of 9,73%)

Some deep thoughts from Ben Thompson on the future of the internet

Fundamental Value with a look at US “Mega Compounder” TransDigm

The big Music Labels (including Universal Music) are Toast according to this post from “the Honest Broker

Reimar Scholz, a very successful Munich based investor shares his mistakes and what he learned from them: Part 1 & Part 2