Nice write-up on Apollo Global (although I would not invest there)
An interesting essay on streaming – Unbundling vs. Bundling etc. from the former CEO of Sky
NotBoring on the Terra-Luna implosion
Why the US has an infant formula (milk powder) crisis
The UndervaluedJapan Blog celebrates its (slightly frustrated) 10th anniversary
Rare feature on Chris Hohn (TCI Fund)
John Hempton is angry about the Management of Swedish Match because of the proposed take over
