Big Mistakes: The Best Investors and Their Worst Investments [Michael Batnick]
Assessing the debt picture [Fat Pitch]
Mary Meeker's 2018 internet trends report [KPCB]
Netflix: inside the binge factory [Vulture]
Proprietary product distribution is better than sliced bread [25iq]
The cult of Peloton: reinventing the fitness industry [Adweek]
How millennials became the world's most powerful consumers [FT]
What's driving the billion-dollar natural beauty movement? [Fast Company]
Gucci strikes gold in China, thanks to youth who spend it all [Bloomberg]
How the game Fortnite captured teens' hearts and minds [New Yorker]
Spotify vs Pandora: which is winning the ad-supported game? [Billboard]
A worrying turn ahead for auto loans [WSJ]
NASCAR tries to keep pace in today's ridesharing world [Washington Post]
On watches: an investment on your wrist [NYTimes]
A framework for analyzing factor returns [OSAM]
Wednesday, June 13, 2018
What We're Reading ~ 6/13/18
Tuesday, May 8, 2018
New Graham & Doddsville Issue: Mauboussin, Greenwald & More
A new issue of Columbia Business School's Graham & Doddsville newsletter has been released. It features interviews with Professor Bruce Greenwald as he retires, and Mark Cooper of First Eagle Management. It also features a conversation with Michael Mauboussin of Blue Mountain Capital and Tom Digenan of UBS Asset Management.
Lastly, it also interviews upcoming fund launch: Rishi Renjen's ROAM Global. Prior to launching, he worked at Maverick Capital, TPG-Axon, and Glenview Capital.
This time around, Graham & Doddsville also includes student investment pitches from the Pershing Square Challenge.
1st place this year was a short of Stericycle (SRCL), 2nd place was a short of Credit Acceptance (CACC), and 3rd place was a short of Spotify (SPOT). The issue also showcases pitches on short CH Robinson (CHRW), short Harvey Norman, and long Digicel credit.
Embedded below is the latest issue of Graham & Doddsville:
You can download a .pdf copy here.
And if you missed it, be sure to check out the recent past issue that includes interviews with Lee Cooperman, David Poppe, and John Harris.
