A batch of the best highlights from what Edwin's read, .
That means the strategic value of TV or music is marginal - it’s marketing, not a lock-in.
Netflix Is Not a Tech Company — Benedict Evans
ben-evans.com
A great company is not a great investment if you pay too much for the stock.
The Intelligent Investor, Rev. Ed
Benjamin Graham, Jason Zweig
Except no, life is not a fairy tale. He was again wrongly suspected of plotting against the emperor. In the famous Longfellow poem about our poor general, at the end of his life he is impoverished and disabled. Yet he concludes with great strength: This, too, can bear;—I still Am Belisarius!