It’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-24The one person in America happy about tipping fatigue – Link here The Life Cycle of Market Champions – Link here Why doesn’t advice work? – Link here How Rivian Became the Anti-Tesla – Link here Real-Estate Meltdown Strains Even the Safest Office Bonds – Link here (YouTube) Why budget airlines are suddenly failing – …
Read More Read, Learn, Improve – 27-Jul-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-24(Must read) How to Get Rich From Peeping Inside People’s Fridges – Forget the S&P 500. Look at the ice cream. This investor visits homes around the world to see where diets—and economies—will go next – Link here The Federal Reserve’s Little Secret – Link here Time Dropped Its Paywall One Year Ago. Here’s What’s …
Read More Read, Learn, Improve – 6-Jul-24Explanations Over Predictions – Link here Netflix Games’ Second Season: Challenges, Changes, and the Path Forward – Link here Would You Clone Your Dog? – We love our dogs for their individual characters—and yet cloning implies that we also believe their unique, unreproducible selves can, in fact, be reproduced – Link here Supply & Demand …
Read More Read, Learn, Improve – 29-Jun-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