(Twitter thread) One interesting mental model for value creation has been- IPO of a subsidiary of a listed co. which unlocks the value of core & subsidiary. However, promoters being smarter than investors, benefit from investors’ greed through shady narratives Prime eg.- Saboo Sodium Chloro – Link here When facts change i change my mind …
Read More Read, Learn, Improve – 28-Sep-24Tata chair on ‘painful’ transitions: ‘We have to do this’ – Link here Breaking Down OnlyFans’ Stunning Economics – Link here F1’s master of aerodynamics Adrian Newey puts his reputation on the line – Link here Are Demographics Destiny for the Stock Market? – Link here How Netflix won the streaming wars – Link here …
Read More Read, Learn, Improve – 21-Sep-24Eleven Predictions: Here’s What AI Does Next – Link here The Week in Charts (9/9/24) – Link here North Carolina Musician Charged With Music Streaming Fraud Aided By Artificial Intelligence – Link here Why the art of collecting has lost its lustre – Link here How Dating Apps Contribute to the Demographic Crisis – Link …
Read More Read, Learn, Improve – 14-Sep-24(Must Read) How Machines Learned to Discover Drugs – Link here How to Give Away a Fortune – Link here 31 Years of Stock Market Returns – Link here Why the US pays tips – Link here Time To Look beyond Modi! Better a Board Bina Modi? – Link here The Week in Charts (9/3/24) …
Read More Read, Learn, Improve – 7-Sep-24It’s unbelievable how many dynamic companies broke their streaks of engineer-CEOs for the first time in the 2000s, installing their first MBA/finance CEOs, who then promptly made fundamental strategic errors that nixed the company’s future, that are now becoming obvious – Link here . 10 Reasons Why Technological Progress Is Now Reversing – Link here …
Read More Read, Learn, Improve – 31-Aug-24Secretive Dynasty Missed Out on Billions While Advisers Got Rich – Link here Pluralistic: The one weird monopoly trick that gave us Walmart and Amazon and killed Main Street – Link here How hotels are colluding to jack up room rates, according to two lawsuits – Link here Why toilet paper keeps getting smaller and …
Read More Read, Learn, Improve – 24-Aug-24Why the world’s greatest athletes don’t get paid like it – Link here How FM Nirmala Sitharaman Plugged India’s Biggest Menace Through Her Budget – Link here The Secret Battle for the Future of the Murdoch Empire – Link here The Man Who Saved the Skyscraper – Link here The hunt for a rare nuclear …
Read More Read, Learn, Improve – 3-Aug-24Mean Reversion, or Extreme Aversion? – Link here No Mercy / No Malice – The Financial Frontier – Link here Cathie Wood says she wouldn’t have sold Nvidia stake ‘had we known that the market was going to reward it’ – Link here The Secret, Magical Life Of Lithium – Link here Talk on Floats …
Read More Read, Learn, Improve – 20-Jul-24The Playing Field for China is Getting Narrower and Narrower – Link here Shein, Temu Are Swamping Airfreight Capacity, Sending Rates Soaring – Link here Sequoia on AI – AI’s $600B Question – The AI bubble is reaching a tipping point. Navigating what comes next will be essential – Link here Online Shopping Warehouses Are …
Read More Read, Learn, Improve – 13-Jul-24Classic Football Shirts Raises $38.5 Million, Eyes US Expansion Before 2026 World Cup – Link here What does Amazon know about buying that the rest of us don’t? – Link here THE BALLAD OF BIRKENSTOCK – How the 250-year-old German orthopedic shoe company with Succession-level family drama transformed itself into a luxury behemoth – Link …
Read More Read, Learn, Improve – 15-Jun-24