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What We're Reading ~ 8/9/17


Hot stock rally tests the patience of a choosy lot: value investors [WSJ]

Buffett nears a milestone he doesn't want: $100 billion in cash [Bloomberg]

User/subscriber economics: value dynamics [Aswath Damodaran]

How China's DiDi is taking over the world before Uber [Forbes]

Flywheel effect: why positive feedback loops are a meta-competitive advantage [Medium]

Tesco: why Amazon will not kill this business [Contrarian Edge]

US credit card debt surpasses record set at brink of crisis [Bloomberg]

If retail is dying, why is money pouring into malls? [Bloomberg]

When will the tech bubble burst? [NYTimes]

The problem with meal kits [WSJ]

How credit raters avoided reform after the financial crisis [Bloomberg]

Profile of Vineyard Vines [Boston Magazine]

Have smartphones destroyed a generation? [The Atlantic]