Some links | Value Investing News

Some links

  • Prof. Damodaran with a deep dive into WeWork Woodford’s problems might lead to some value opportunities in Tech (search result, H/T Monevator) A good reminder that value investing works over the long term because it often doesn’t work in between Interesting post on banking (and German Banks) from Bruce Packard VC “legend” Fred Wilson on the merit of positive Cash Flows A16Z on how even successful platforms are at risks to be “unbundled” into new verticals Stitch Fix looks like an interesting company / Stock
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