Readings/content links include an interview with Roelof Botha on Sequoia’s crucible moment, a Q&A with Kerr Neilson, AVI’s response to a letter from the management of Symphony International Holdings, Stephen Givens looks at the potential causes of underperformance from Japanese asset managers, David Webb on the proposed privatization of Yorkey Optical and Ben Thompson’s interview with Mark Zuckerberg about the Metaverse.
- Sequoia’s crucible moment: Interview with Roelof Botha.
- Livewire Markets: How the legendary Kerr Neilson invests now.
- AVI: Response to letter from management of Symphony International Holdings.
- Stephen Givens: Paying Japan asset managers more will not deliver higher returns.
- Webb-site: Raising the Yorkey bar.
- Ben Thompson: An interview with Mark Zuckerberg about the Metaverse.