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-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(must read) DSP Netra – A Tribute To Charlie Munger – Link here How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders – Link here 50 things I know – Link here Why N.Y.C. Hotel Rooms Are So Expensive Right Now – Link here High-Yield Was Oxy. Private Credit Is Fentanyl – …
Read More Read, Learn, Improve – 8-Jun-24The Week in Charts (5/30/24) – Link here Generational Wealth: Does the Apple Fall Far From the Tree? – Link here No Mercy No Malice – Bubble.ai – Link here The 84-Year-Old Man Who Saved Nvidia – Link here The Algorithm Behind Jim Simons’s Success – Link here Panorama of parties – Number of parties …
Read More Read, Learn, Improve – 1-Jun-24The NFL’s Deal With Netflix Could Eventually Lead To A $100 Billion Payday – Link here Your Career Doesn’t Need to Have a Purpose – Link here How 3M Discovered, Then Concealed, the Dangers of Forever Chemicals – Link here Ways to think about AGI – How do we think about a fundamentally unknown and …
Read More Read, Learn, Improve – 25-May-24The teens making friends with AI chatbots – Link here The hot business of cold storage – Link here No Mercy / No Malice – Big Energy – Link here One ChatGPT request requires 10 times the energy of a Google search. In five years, the incremental energy demand of AI will be equivalent to …
Read More Read, Learn, Improve – 18-May-24