The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution [Gregory Zuckerman]
How TikTok holds our attention [The New Yorker]
Inside the Nordstrom dynasty [NYTimes]
Is Amazon unstoppable? [The New Yorker]
Schwab kills commissions to feed its flywheel of scale [Intrinsic Investing]
Learning from Costco's Jim Sinegal [MastersInvest]
How Irish butter Kerrygold conquered America's kitchens [Bloomberg]
TheRealReal: the internet's luxury consignment shop [The New Yorker]
On the importance of humility [NYTimes]
With summer over, will hard setlzer's popularity go away? [LATimes]
The strange revival of vinyl records [The Economist]
On filtering the barrage of financial news [CFA Institute]
Showing posts with label analytical links. Show all posts
Showing posts with label analytical links. Show all posts
Wednesday, October 30, 2019
What We're Reading ~ 10/30/19
Wednesday, October 23, 2019
What We're Reading ~ 10/23/19
Blackstone CEO's new book: What It Takes [Stephen Schwarzman]
Taking a look at Domino's [Timberwolf Equity Research]
Quick new interview with Peter Lynch [Fidelity]
Denise Chisholm on historical sector valuations [Barrons]
With DataXu buy, Roku unveils big ad ambitions [Digiday]
At Costco, everything resonates with the consumer [Retail Dive]
Disney, IP, and returns to marginal affinity [Matthew Ball]
Apple Pay and the future of mobile payments [PYMNTS]
Technical overview of Elastic (ESTC) [Motley Fool]
Inside Apple's long, bumpy road to Hollywood [Hollywood Reporter]
20 countries that will face population declines [Business Insider]
Wednesday, October 16, 2019
What We're Reading ~ 10/16/19
The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of Walt Disney [Bob Iger]
The active manager paradox: high-conviction overweight positions [CFA Institute]
In-depth piece on Amazon: Jeff Bezos's master plan [The Atlantic]
How cloud gaming will and won't disrupt [Matthew Ball]
A look at TradeDesk [Greytab Investments]
A pitch on Interactive Brokers [Barrons]
On unsustainable consumer subsidies in the new app world [The Atlantic]
Recent commentary from Bill Nygren [Oakmark]
Top 20 business transformations of the last decade [HBR]
TJMaxx prices, experience make it immune to Amazon [Business Insider]
T. Boone Pickens on what made him successful [Twitter]
How baseball cards got weird [The Atlantic]
Wednesday, September 18, 2019
What We're Reading ~ 9/18/19
Super Pumped: The Battle for Uber [Mike Isaac]
Inside the rise and fall of MoviePass [Business Insider]
Interview with Shopify's COO [Barrons]
Talking types of moats with Pat Dorsey [Outlook Business]
Profile of UiPath's Daniel Dines: the bot billionaire [Forbes]
Value investing's heady days aren't coming back [Institutional Investor]
A look at Berkshire Hathaway [Morningstar]
The economics of meal delivery [The Economist]
On Amazon's balance between reinvestment and harvesting [Stratechery]
Less than half of Google searches now result in a click [SparkToro]
On McCormick's spices resurgence [Forbes]
A profile of Unilever's old CEO Paul Polman [NYTimes]
Wednesday, September 4, 2019
What We're Reading ~ 9/4/19
Certain to Win: The strategy of John Boyd, applied to business [Chet Richards]
The commoditization of information [Geoff Yamane]
Position sizing: why conviction matters [Intrinsic Investing]
The problem with believing what we're told [WSJ]
How a Canadian firm has taken on Wall Street's private equity titans [Economist]
Research on the financial performance of collectibles [Alpha Architect]
Peloton is a phenomenon: can it last? [NYTimes]
A skeptical look at Peloton churn [Inquisitive Investor]
Peloton bikes are the real deal [The Margins]
How Amazon's shipping empire is challenging UPS & FedEx [WSJ]
Amazon's next-day delivery has brought chaos and carnage to streets [BuzzfeedNews]
The man behind the biggest beauty brands in the world [Coveteur]
Aston Martin tried to replicate Ferrari's IPO success but shares are down 75% [Fortune]
On the importance of broadcasting income to European football clubs [Swiss Ramble]
5 lessons from Microsoft's antitrust woes by people who lived it [NYTimes]
Wednesday, August 28, 2019
What We're Reading ~ 8/28/19
The network effects manual: 13 different types [NFX]
A look at Wells Fargo (WFC) [Sabre Capital]
SmileDirectClub's IPO highlights promises, pitfalls for DTC companies [Modern Retail]
How the recession of 2020 could happen [NYTimes]
Framework for evaluating enterprise software companies [Shomik Ghosh]
How Elon Musk gambled Tesla to save Solar City [Vanity Fair]
Streaming video will soon look like the bad old days of TV [Matthew Ball]
LaCroix won the bubble battle, but it's losing the sparkling water war [Bloomberg]
How Uber got lost [NYTimes]
The making of Amazon Prime [Vox]
China internet report [SCMP]
The real story of the brand Supreme [GQ]
Red flags on the WeWork IPO: WeWTF [Prof Galloway]
WeWork as the AWS of real estate? [Stratechery]
Harry Markopolos' write-up on General Electric [GEFraud]
Wednesday, May 22, 2019
What We're Reading ~ 5/22/19
The Culture Cycle: How to Shape the Unseen Force that Transforms Performance [James Heskett]
Xi Jinping calls for new 'Long March' in sign China preparing for protracted trade war [SCMP]
What stocks Baillie Gifford likes now [Barrons]
What can long-term investors learn from traders? [Fundoo Professor]
The greatest investor you've never heard of: an optometrist [Forbes]
A capacity to suffer and setting the right expectations [Scuttlebutt Investor]
The start-ups building dark kitchens for Uber Eats and Deliveroo [FT]
How a cheap, brutally efficient grocery chain is upending American supermarkets [CNN]
Media companies are eyeing cash from sports betting [Axios]
US whiskey stocks have soared; beware the bourbon bubble [Barrons]
Sears's seven decades of self-destruction [Fortune]
Real estate's latest bid: Zillow wants to buy your house [NYTimes]
The world's greatest delivery empire made it cheaper to order in than eat out [Bloomberg]
Profile of e-commerce company Wish [Forbes]
Mr. Market got inside your head; don't let him mess with you [WSJ]
The ultimate productivity hack is saying no [James Clear]
Mapping the world's busiest air routes [Visual Capitalist]
Wednesday, March 20, 2019
What We're Reading ~ 3/20/19
T. Rowe Price: The Man, The Company & The Investment Philosophy [Cornelius Bond]
How to take the outside view [McKinsey]
Pitch on short Tesla [Dropbox]
What is Amazon [Zack Kanter]
Allen Zhang on the key product principles of WeChat [WeChat]
KKR is too cheap [Yet Another Value Blog]
Buying is easy, selling is hard [Bloomberg]
In 12 minutes, everything went wrong: LionAir crash [NYTimes]
The SaaS busines model & metrics [Matrix Partners]
How an app for gamers went mainstream [The Atlantic]
The risk of low growth stocks: Prestige Brands [Intrinsic Investing]
Franchise value: video game IP vs movie IP [Medium]
The 20 craziest investment facts ever [Irrelevant Investor]
Netflix is the most intoxicating portal [NYTimes]
Farmbelt bankruptcies are soaring [WSJ]
ESPN's ex-President wants to build the Netflix of sports [Bloomberg]
Inside HBO's plan to win the streaming wars [Vanity Fair]
Interview with Twitter CEO Jack Dorsey [Rolling Stone]
Wednesday, March 13, 2019
What We're Reading ~ 3/13/19
The Misbehavior of Markets: A Fractal View of Financial Turbulence [Benoit Mandelbrot]
Transcript of interview with Federal Reserve Chairman Jay Powell [60 Minutes]
Status as a service [Eugene Wei]
The four fundamental skills of all investing [Collaborative Fund]
The perils of investing idol worship: The Kraft Heinz lessons [Aswath Damodaran]
A pitch on Nintendo [HardcoreValue]
A pitch on Molson Coors [Elevation Capital]
A look at the timeshares businesses [Yet Another Value Blog]
A look at HSBC [UK Value Investor]
How internet marketplaces unlock economic wealth [Bill Gurley]
DoorDash tops GrubHub & UberEats in food delivery [Fortune]
Google quietly releases hotel booking with potentially huge implications [Skift]
Pricing algorithms can learn to collude with each other to raise prices [MIT Tech Review]
Not caring: a unique and powerful skill [Collaborative Fund]
On Manchester United: the paradox of profits without trophies [FT]
Investors get burned after betting on electric car metals [WSJ]
Wednesday, February 6, 2019
What We're Reading ~ 2/6/19
Billion Dollar Whale: The man who fooled Wall Street, Hollywood & the world [Tom Wright & Bradley Hope]
A bunch of pitches: the top stocks for 2019 [SumZero]
Can more information lead to worse investment decisions? [Behavioural Investment]
White gold: the unstoppable rise of alternative milks [The Guardian]
Can baijiu, China's sorghum firewater, go global? [Economist]
Profile of Slack's founder [Wired]
Good Tesla, bad Tesla: duality vexes hot-selling brand [Detroit News]
Why paid memberships are the new loyalty [Business of Fashion]
Tech trends for 2019 [Deloitte]
Profile of 'Canada's Warren Buffett' [Bloomberg]
Mohnish Pabrai's free lunch portfolio [Chai With Pabrai]
The great NFL heist: how Fox paid for and changed football forever [The Ringer]
David Stern built the modern NBA, now he wants to change how we consume sports [Washington Post]
How Shopify built an $800 million partner ecosystem [Digiday]
How much of the internet is fake? [NYMag]
Wednesday, January 30, 2019
What We're Reading ~ 1/30/19
Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant [W. Chan Kim & Renee Mauborgne]]
Latest thoughts from Ray Dalio [LinkedIn]
Morgan Housel on what other industries teach us about investing [MicroCapClub]
Dominance of tech stocks: an evolve-or-die moment for world's great investors [Fortune]
A global tipping point: half the world is now middle class or higher [Brookings]
A look at Air Lease (AL) [Woodlock House]
Pitch on InterActive Corp (IAC) [LG's Musings]
AT&T wants to be big in entertainment but it has a $49 billion problem [WSJ]
Boeing's decision of the decade: does it build the 797? ]Bloomberg]
How Juul made vaping viral [Techcrunch]
Sports betting in the US: the rise of a billion dollar business [NYTimes]
Mukesh Ambani wants to be India's first internet tycoon [Economist]
How a former Canadian spy helps Wall Street mavens think better [NYTimes]
The best investments of 2018? Art, wine, and cars [WSJ]
A look back at the life of Jack Bogle [Vanguard]
The legacy of Herb Kelleher, co-founder of Southwest Airlines [Harvard Biz Review]
Wednesday, January 23, 2019
What We're Reading ~ 1/23/19
Seth Klarman's warning on global division and debt [Dealbook]
Why some platforms thrive and others don't [Harvard Business Review]
Customer loyalty is overrated [Harvard Business Review]
Survival is the ultimate performance measure of a business [Intelligent Fanatics]
On Netflix's pricing flex [Stratechery]
Interview with Peloton's CEO [strategy + business]
A look at Ferrari (RACE) [Intrinsic Investing]
Profile of Masayoshi Son, most powerful person in Silicon Valley [FastCompany]
Starbucks' worst nightmare in China is coming true [Forbes]
Direct to consumer brands are mostly spurning Amazon [Digiday]
Not all marketplaces are created equal [Medium]
US birthrate at 30-year low [WSJ]
Stockpickers don't know how to sell [Bloomberg]
On 5G: if you build it, we will fill it [Benedict Evans]
Meet the new payment champions, same as the old ones [WSJ]
How a deluge of money nearly broke the English Premier League [The Guardian]
To cover China, there's no substitute for WeChat [NYTimes]
Wednesday, January 9, 2019
What We're Reading ~ 1/9/19
Atomic Habits: An easy & proven way to build good habits [James Clear]
On hard choices [Seth Klarman]
Putting recent economic & market moves in perspective [Ray Dalio]
A final decision investment checklist [Value Investing World]
16 ways to measure network effects [Andreessen Horowitz]
The 2019 stock buy list [Crossing Wall Street]
Stock market investors: it's time to hear the ugly truth [MarketWatch]
The world's top 750 family businesses ranking [FamCap]
Disney's Bob Iger interview [Barrons]
On the Kentucky Bourbon resurgence [NYTimes]
Pitch on Radisson Hospitality (RADH) [Yet Another Value Blog]
A look at Cognex (CGNX) and Roku (ROKU) [RGA]
GE powered the American Century - then it burned out [WSJ]
Interview with BNSF's Matt Rose [Railway Age]
The thin line between bold and reckless [Collaborative Fund]
How China's reform transformed poor families into middle class shoppers [SCMP]
Dirty dealing in the $175 billion Amazon marketplace [The Verge]
Thursday, November 1, 2018
What We're Reading ~ 11/1/18
More Than You Know: Finding financial wisdom in unconventional places [Mauboussin]
Lots of great charts looking at the macro environment [Insecurity Analysis]
The underappreciated role of luck in investing [Validea]
Investors, look up from your algorithms [Daniel Arbess]
Is there a new world debt crisis on the horizon? [World Economic Forum]
The biggest mistakes bosses make when making decisions [WSJ]
To boost the economy, let's first change how we measure it [Marketwatch]
Profile of Johnson & Johnson (JNJ) [WSJ]
How Best Buy (BBY) survived the retail apocalypse [The Week]
A look at Netflix's (NFLX) culture [WSJ]
Uber's secret restaurant empire [Bloomberg]
Why battling bugs is a booming business [Harding Loevner]
Why one of the biggest mall owners is doubling down on malls [WSJ]
Bao Fan: China's tech dealmaker [FT]
There have never been so many bonds that are almost junk [WSJ]
Why sports teams may get more valuable [WSJ]
Wednesday, October 24, 2018
What We're Reading ~ 10/24/18
Big Mistakes: The Best Investors and Their Worst Investments [Michael Batnick]
Fortune's Future 50 list: companies with best prospects for long-term growth [Fortune]
On shallow risk versus deep risk [A Wealth of Common Sense]
On Netflix's pricing power [Intrinsic Investing]
The quality of quantity at Netflix [FT Alphaville]
The economic cycle that just won't end [Morningstar]
Profile of businessman Tilman Fertitta [SBNation]
Louis Vuitton, Chanel most valuable brands but Gucci is gaining [Business of Fashion]
Amazon sets sights on the $88 billion online ad market [NYTimes]
How car ownership is changing rapidly in India [Economic Times]
Where to invest when US equities are overvalued [Mutual Fund Observer]
Wednesday, October 3, 2018
What We're Reading ~ 10/3/2018
The decision matrix: how to prioritize what matters [Farnam Street]
Sustainable sources of competitive advantage [Collaborative Fund]
Deep dive on wireless future: 5G [Axios]
How Shopify is the platform powering the direct-to-consumer revolution [Digiday]
Why Google Fiber is high-speed internet's most successful failure [HBR]
Pulling back the curtain on how SoftBank's massive Vision Fund works [TechCrunch]
A pitch on Yelp [Barrons]
Inside the world's fastest growing food delivery service [Eater]
Food delivery apps are impacting your favorite restaurants [Democrat & Chronicle]
How seltzer/sparkling water is upending coffee and beer [WSJ]
App-only banks rise in Europe and aim at traditional banks [NYTimes]
For some platforms, network effects are no match for local know-how [HBR]
David Rubenstein interviews Amazon's Jeff Bezos [YouTube]
How TripAdvisor changed travel [The Guardian]
The $29 billion battle to own how America sleeps [Fast Company]
How Paytm clinched its Berkshire Hathaway investment [Economic Times]
'Peak car' and the end of an industry [Bloomberg]
Wednesday, June 13, 2018
What We're Reading ~ 6/13/18
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, May 9, 2018
What We're Reading ~ 5/9/18
Factfulness: Ten reasons we're wrong about the world [Hans Rosling]
Retail: is the beauty industry 'Amazon proof?' [FT]
The hyperfragmentation of retail and why the winners are digital ad platforms [Medium]
Attack of the micro brands [Medium]
Big beer struggles to tap into shifting consumer trends [Food Dive]
Morrisons' recovery is underway but is it in the share price? [UK Value Investor]
Behind the rise of activist short sellers [AFR]
Why T. Rowe Price likes Alphabet, Amazon, Facebook [Barrons]
A seed investing framework [Medium]
The Chinese unknown that's making Africa's phones [Bloomberg]
China wants its tech firms back, are CDRs the answer? [Bloomberg]
Why there's a worldwide shortage of vanilla [The Economist]
The Canadian king of New York: inside the rise of Brookfield [Bisnow]
At Uber, new CEO shifts gears [New Yorker]
Mark Zuckerberg on Facebook's hardest year, and what comes next [Vox]
Deep fiber: the next internet battleground [Deloitte]
CRISPR: the gene-editing tool revolutionizing biomedical research [CBS News]
Where's the invisible hand when you need it? [Stanley Druckenmiller]
The importance of high standards [Medium]
Wednesday, March 28, 2018
What We're Reading ~ 3/28/18
A look at Todd Combs and his healthcare pursuit [Bloomberg]
Not all quality companies are quality stocks [Albert Bridge Capital]
From the archives: On sources of edge [Miller Value Partners]
Debt, loans and credit quality: the devil's in the details [Frank K. Martin]
Summary of some recent macro data and charts [Dash of Insight]
Why volatility matters [Newfound Research]
TV's death by a thousand streaming apps [Bloomberg]
How calls for privacy may upend business for Google and Facebook [NYTimes]
Trump hates Amazon, not Facebook [Axios]
The largest company in every state by revenue [Visual Capitalist]
Wednesday, March 21, 2018
What We're Reading ~ 3/21/18
Skin in the Game: Hidden Asymmetries in Daily Life [Nassim Taleb]
Tech's next big wave: big data meets biology [Fortune]
Looking at the Wyndham spinoff [Clark Street Value]
Comcast and the curse of diversified holdings companies [Yet Another Value Blog]
An IPO valuation of Spotify [Aswath Damodaran]
The death of many brands: the rise & risks of concierge brands [Intrinsic Investing]
Billionaire raises his bet on containerships [WSJ]
How Amazon became corporate America's nightmare [Bloomberg]
The 10 best and worst performing stocks since the financial crisis [Zen Investor]
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