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Archive of entries posted on 6th November 2017

IDTI and Nike are interesting. There are a bunch of others no longer interesting, including now Saudi Arabia

Every investment has a gotcha — something that will, at some stage, bite it. For biotech and pharma companies, it’s drug trials and the FDA. For bricks and mortar retailers, it’s the Internet and Amazon. For Expedia, it’s you and I directly booking of hotels and airlines. For many it’s the cockroach nature of their […]