The Four: The hidden DNA of Amazon, Apple, Facebook & Google [Scott Galloway]
The main fundamental skills of all investing [Collaborative Fund]
Skilled managers should hold fewer stocks [Institutional Investor]
Machine learning for investors: a primer [Alpha Architect]
Blue skies ahead for John Malone's LiLAC Group [Barrons]
Benedict Evans on the future of cars [EconTalk]
On the characteristics of aggregators [Stratechery]
Elon Musk versus the haters [Institutional Investors]
The new world of monopoly? What about flying? [Marginal Revolution]
Amazon makes up 43% of all online sales [Inc]
Millennials are moving to the suburbs, buying big SUVs [Bloomberg]
Media companies are finally getting serious about data and targeted advertising [Adweek]
Shopify is an excellent business [Tom Tunguz]
A negative piece on Shopify [Citron Research]
Wednesday, October 4, 2017
What We're Reading ~ 10/4/17
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