Readings/content links include Aswath Damodaran on the Zomato IPO, Spruce Point’s short report on Oatly Group AB, Graham Duncan’s thoughts on candidate selection, a conversation between Walter Isaacson and Adam Grant and Andrew Clifford’s macro update.
- The Zomato IPO: A bet on big markets and platforms!
- Spruce Point Capital: Oatly Group AB short report/presentation.
- Graham Duncan: What’s going on here, with this human?
- Walter Isaacson w/ Prof. Adam Grant: Discussion on Isaacson’s new book, “The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race.”
- Andrew Clifford: Macro overview.