Sunday, August 12, 2018


The Leader of the Future: Why Sergio Marchionne Fit the Profile ($) (LINK)

John Morgan: Operating With An Ace Up His Sleeve (LINK)

The Broyhill Mid-Year Letter (LINK)

The Equilibrium Delusion - by Frank Martin (LINK)

13D Research: Investors are desperately trying to cut through the glut of information in search of meaning and knowledge (LINK)

How Subscription Business Models are Changing Business and Investing (the Microeconomics of Subscriptions) - by Tren Griffin (LINK)

The 21 Uncomfortable Truths That I Have Learned About the Travel Industry - by Rafat Ali (LINK)

a16z Podcast: The Basics of Growth — User Acquisition (LINK)

a16z Podcast: The Basics of Growth — Engagement & Retention (LINK)

Masters in Business podcast: Lee Cooperman of Omega Advisors (LINK)