Corry Wang
@corry_wang
Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
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1/ I was rereading Softwar (the 2004 book on Larry Ellison and Oracle) this morning, and the main thing that stood out to me is that pretty much every idea in software today was al...
1/ Lessons From The Tech Bubble: Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like in...