How private intelligence companies became the new spymasters – Link here Fallen Angels – Link here 20 Rules for Markets and Investing By Charlie Bilello – Link here Silicon Valley, the New Lobbying Monster – Link here New titans of Wall Street: how Jane Street rode the ETF wave to ‘obscene’ riches – Link here …
Read More Read, Learn, Improve – 12-Oct-24Strategies to beat the AI bots – Link here America’s Young Men Are Falling Even Further Behind – Link here What they don’t tell you about EVs in India – Link here Renaissance’s shrinking hedge funds (nearly two-thirds of Renaissance’s external assets under management have evaporated over the past five years, falling from $65.1bn to …
Read More Read, Learn, Improve – 5-Oct-24(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-24Nike: An Epic Saga of Value Destruction – Link here ETFs are eating the bond market – Link here Friendly Google and Enemy Remedies – Link here and A US Judge Ruled That Google Is an Illegal Monopolist. Here’s What Might Come Next – Link here The Week in Charts (8/5/24) – Link here Why …
Read More Read, Learn, Improve – 10-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-24