Some links | Value Investing News

Some links

  • The Undervalued Shares blog has started an interesting “Behind the scenes” series A good summary from A16Z on how moats develop Ben Thompson with some deep thoughts on platform business models (Shopify) A good summary of the crazy things in the capital markets that happened in the last few months An interesting in depth story on the Luckin Coffee fraud (WSJ, paywall) Deep Dive on stock based compensation Alternative data use for predicting asset prices is booming
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