Select Readings (week 5/2017)

Baupost’s 2016 Year-End Letter(Disclaimer: linking and may be unavailable soon)

Sequoia Fund’s 2016 Year-End Letter (The famed fund fathered by Warren Buffett leaving the Valeant Saga behind, swapped Walmart with Amazon in the fall)

Bronte Capital’s 2016 Year-End Letter  – (John Hempton is long Bayer, so is David Einhorn, and thinks U.S. stock market is expensive but not so pricey to imply imminent permanent capital loss)

The must-read semi-annual Graham & Doddsville Newsletter Winter 2017 from students at Columbia Business School

A good introduction to the NYC FinTech Community, with suggested newsletters to stay abreast of the continuously evolving landscape

Cliff Asness’s thoughts on the DOL Fiduciary Rule and unintended consequences(The Trump administration now wants to roll it back, many robo-advisor and robo-401K start-ups predicated their businesses on the fiduciary model and will make a stand, hear both sides. 40 years from now, we may see the robo-movement in the same light as the one John Bogle at Vanguard started 40 years ago )

An excellent overview of the Ocean Freight Shipping Industry from a VC perspective by Brian Laung Aoaeh at KCE Ventures, with great additional reference readings – (Publicly traded shipping stocks have been crushed in the past two years, time to look for contrarian bets?)

Start-ups, Wall Street wants your data! As always, a well-articulated post on alternative data business by Matt Turck at First Mark Capital

Helpful guide to SaaS entrepreneurs thinking of raising money in today’s environment SaaS Funding Napkin, the 2017 edition by Christoph Janz at Point Nine Capital

Snapchat IPO: Too Soon? – (Future Facebook or Twitter? Let the market be the judge)

 

Advertisements

One thought on “Select Readings (week 5/2017)”

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s