Food for Thought #21 // Links🔗

This time the most interesting content I stumbled over includes: equity markets, bubbles, lessons, Tesla, frauds, McKesson, Benchmarking, …

News📰: AVI takes a stake in Softbank Group as it is too cheap to ignore

After Elliott, another activist Investor invests in SBG as discount to NAV is too big to persist and proposes steps to increase shareholder returns.