A journey of a thousand miles begins with a single step

Introduction Value Partner的幾篇文章針對Online gambling and 個別公司的介紹 https://valuepartnersblog.wordpress.com/2017/02/02/%E7%82%BA%E4%BB%80%E9%BA%BC%E7%B7%9A%E4%B8%8A%E8%B3%AD%E5%8D%9A%E6%98%AF%E5%A5%BD%E7%94%9F%E6%84%8F%EF%BC%9F/ https://valuepartnersblog.wordpress.com/2018/03/02/netent-sto-net-b-%E4%B8%80%E5%AE%B6%E8%82%A1%E5%83%B9%E8%85%B0%E6%96%AC%E7%9A%84%E5%A5%BD%E5%85%AC%E5%8F%B8/ https://valuepartnersblog.wordpress.com/2019/02/23/%E6%AD%90%E8%82%A1%E6%8A%95%E8%B3%87%EF%BC%8Dkindred-group-kind-sdb%E7%B0%A1%E4%BB%8B%E5%8F%8A18q4%E8%B2%A1%E5%A0%B1%E7%9F%AD%E8%A9%95/ https://valuepartnersblog.wordpress.com/2019/02/25/%E6%AD%90%E8%82%A1%E6%8A%95%E8%B3%87%EF%BC%8Devolution-gaming-sto-evo%E7%B0%A1%E4%BB%8B%E5%8F%8A18q4%E8%B2%A1%E5%A0%B1%E7%9F%AD%E8%A9%95/ https://valuepartnersblog.wordpress.com/2019/03/01/%E6%AD%90%E8%82%A1%E6%8A%95%E8%B3%87%EF%BC%8Dbetsson-sto-bets-b%E7%B0%A1%E4%BB%8B%E5%8F%8A18q4%E8%B2%A1%E5%A0%B1%E7%9F%AD%E8%A9%95/ Overview + gambling跟retailing一樣, 從offlin...

1. 大麻產業介紹 ( link ) 2. Value chain does matter for technology giants ( link ) 3. Always need to refresh my understanding about what is value investing ( link ) 4. Myth about battery price ( link ) 5. Munger's wisdom ( link ) 6. It’s like buying CDS on housing in 2007 by shorting Tesla now ( link ) ( link ) 7. Be sufficiently “Good Different” to succeed in retailing industry ( link )