What I read today ~ 23/6/2017

  1. Sohn Conference Hong Kong Notes 2017: Block, Krishnan, Shah & More [market folly]
  2. Carlyle’s Rubenstein on Asia, China and India [BBG]
  3. Payments industry overview: Analysis of Visa, Mastercard, American Express [Value Seeker]
  4. Blockchain 101 [CFA Institute]
  5. An Example of an Industry Analysis; Hedge Fund Quiz [csinvesting]
  6. The China Steel Trap [BBG]
  7. Amazon‘s new customer [Stratechery]
  8. Uber’s bad week: Doomsday Scenario or Business Reset? [Damodaran]
  9. Brexit in reverse? [George Soros]
  10. If you can’t explain something in simple terms, you don’t understand it [Kottke]
  11. On the popular ‘FANG’ stocks [AQR]
  12. How to survive the retail crisis: a master class from T.J. Maxx [WSJ]
  13. Starbucks’ Howard Schultz has something left to prove [Fortune]
  14. Secular Stagnation? [Mauldin Economics]
  15. Why grocery retail is the ‘holy grail’ [Bloomberg]
  16. A look at subprime auto debt [NYTimes]
  17. Mary Meeker’s 2017 internet trends report [KPCB]
  18. Essilor’s CEO on an eyewear megamerger with Luxottica [FT]
  19. Why is Trump causing chaos in Washington but not in the stock market? [Five Thirty Eight]
  20. Power Causes Brain Damage [The Atlantic]

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