Some links | Value Investing News

Some links

  • Recommended: TGV Partners 2018 letter to shareholders and TGV Truffle 2018 letter to investors Ben Evan’s doesn’t think that 5G networks will be a revolutionary new technology Is Computime really a “high quality Net-Net” stock ?
  • Good write up on Edgewell Personal Care which looks like a cheap defensive consumer stock An interesting portrait of Masa Son from Softbank as the “Most powerful man in Silicon Valley” An excerpt of the 2018 letter to investors from Rangeley Capital You think your personal data is worth a lot ?
  • Maybe think twice….
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