One other attention-grabbing background article on Tiger International
Elad Gil on the present state and way forward for Enterprise Capital (Twitter Thread)
A great reminder that Wealth doesn’t move anyplace when inventory costs go down
Ray Dalio thinks that Stagflation is coming
Glorious write-up on Fuchs Petrolub from Augustusville
And an awesome Sony Deep Dive from Asia Century shares
Why the “lengthy tail” promise in streaming by no means occurred
