Some links | Value Investing News

Some links

  • The always excellent Valuesque blog with some insights on how to manipulate round EPS numbers A great list of attributes from A16Z on how to analyze market place businesses The epic Semper Augustus annual letter (128 pages…) Another AirBnB scam, this time in London Very interesting deep dive why most AI (startup) companies are mostly not software companies but service businesses The art of defining EBITDA for tech companies Yetanothervalueblog with a deep dive into Wrestling (WWE)
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