(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 Aswath Damodaran on Zomato – Link here
Uber’s next act: taking on Amazon – Link here
The Week in Charts (9/25/24) – Link here
America may be on the brink of an epic vibe shift – Link here
The Man Who Made Nike Uncool – Link here
Why A.I. Isn’t Going to Make Art – Link here
McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened – Link here
Take Something Away – Link here
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