A journey of a thousand miles begins with a single step

投資經歷分享 on 雪球 ( link )  Luby ( link ) ( link ) Rocket internet special situation ( link ) Fondul Proprietatea S.A. – FP:London ( link ) Aggregator vs Integrator ( link ) A Meta-Strategy example ( link ) GameShop, Frontage and ATXI update ( link ) Resetting online advertising ( link )

Fuller, Smith and Turner by Maynard Paton ( link ) Airport investment 694.HK ( link ) FCF/EV ~= 12.96% MercadoLibre and FEMSA ( link ) Wix and Shopify from Bessemer Venture's memo back to 2007 and 2010 ( link ) ( link ) Broker Pool series ( link ) ( link ) ( link ) The end of American internet ( link )