I thought I would share a few links to pieces I enjoyed the last few days.
Fred Wilson had some good advice which I am going to follow which is to ‘Read On Paper‘ – at least the longish articles I come across each day.
Glenn Solomon is a great venture capitalist at GGV and he shares his thoughts on the next $1 trillion companies.
John Street Capital had a great piece on Emerging Market Fintech.
In John’s piece, he links to an ARK Invest whitepaper titled ‘Rethinking Asset Allocation: Why Innovation Deserves a Strategic Allocation in Investor Portfolios’. Download it!