Content Style: Thought Starters
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24 Global Developments to Watch Over the Next Five Years
In the spirit of thinking about what is to come, we enjoyed reading this article speculating on 24 developments that may come over the next 5 years.21st Feb, 2024
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The ESPN-Fox-WBD sports venture is a counterstrike against Big Tech and rights fees inflation. Here's how.
These three companies had been discussing the project in secret and America’s major sporting leagues - NFL, NBA and MLB - were only informed right before the public.19th Feb, 2024
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16 Top Stock Pitches (13th-30th Jan)
When we came across this article we knew we had to share it. It features 16 stock pitches from around the internet published in January. I14th Feb, 2024
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TV channels are using AI-generated presenters to read the news. The question is, will we trust them?
As artificial intelligence becomes more and more a part of our lives, researchers are facing the challenge of climbing out of the uncanny valley.12th Feb, 2024
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Jamie Dimon’s $4 Trillion Machine
In the annals of JP Morgan’s history, Jamie Dimon’s name may sit alone below the eponymous John Pierpont Morgan himself.7th Feb, 2024
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The 3 big reasons Americans are suddenly psyched about the economy
Vibes are good in the US economy right now. Which leads to two big questions. Firstly, how did it turn around so quickly? And secondly, will it last?5th Feb, 2024
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So, You Want to Buy a Pro Sports Team? Here’s How
This article from GQ explains how the game is played. It speaks to owners like Ted Leonsis who paid $85 million for the Washington Capitals in 1999 (and sold his AOL stock to do it which a year later plummeted).26th Jan, 2024
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Buying Apple Computer In 2000
This article explores hidden indicators from 2000 that Apple was poised for long-term success. Uncover Apple's pre-iPhone potential and see if you can spot the genius in hindsight.24th Jan, 2024
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Nintendo, revisited
A lot has gone right for Nintendo. On an IP-side, headlined by the billion dollar success of the Mario movie. At the same time, the latest Zelda game sold just shy of 20 million units in a 3 month period.20th Dec, 2023
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Cows on Rotterdam harbour, seedlings on rafts in India; are floating farms the future?
Visitors to the Dutch city of Rotterdam may be surprised to see a number of cows on the top of a three-tiered structure floating in the harbour.18th Dec, 2023
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America’s Love Affair with Adderall
This article profiles America’s love affair with Adderall and what is happening now that millions of Americans cannot get their prescriptions filled.13th Dec, 2023
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Company Deep Dive: Liberty Formula One
Investing in sports has been a particularly large theme over the past five years in markets around the world. The reason is simple, they keep outperforming.12th Dec, 2023
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Why 2023 was the year of the e-bike and not the self-driving car
This article tells the story of the year and assesses the state of the self-driving industry going into 2024. With Cruise’s CEO outsed after the crash and Cruise’s parent company General Motors announcing a reduction in investment in Cruise, one of the industry’s biggest players will be slowed next year.11th Dec, 2023
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Chinese Super League: From bidding for Bale to selling the team bus
This article looks at the wash up of China’s attempt to buy their way into football dominance. And it is timely as we watch Saudi Arabia attempt to do something very similar. Where China pursued Gareth Bale and Hulk, Saudi Arabia has signed Neymar and Christiano Ronaldo. The question is, what comes next? Can Saudi Arabia succeed where China failed?6th Dec, 2023
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How the world’s largest hedge fund lost two top hires — and was paralyzed by puddles of pee.
This article on the chaos at the world’s largest hedge fund, Bridgewater Associates, starts with an all-staff email from the founder Ray Dalio.5th Dec, 2023
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The Inside Story of Microsoft’s Partnership with OpenAI
This article from the New Yorker is one of the better long-form articles we’ve read about the wild weekend and the events that led to it.4th Dec, 2023
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The great wealth transfer: how Australian banks, supermarkets and airlines have moved billions from customers to shareholders
This is an article sure to elicit controversy given most people reading it will own shares in these large Australian companies either directly, through index ETFs or through their Super.30th Nov, 2023
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Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)
This article takes a deep dive on the world of rideshare and food delivery. For a long time all of these businesses - Uber, Lyft, Doordash, Deliveroo etc. - were very popular, fast growing businesses.29th Nov, 2023
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Norway is building the world’s largest wind farm – to power oil and gas fields
The world’s largest floating offshore wind farm seems like a great step forward in the world’s effort to ween itself off fossil fuels. Using that wind farm to extract more oil and gas seems counterintuitive.28th Nov, 2023
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Reece Duca: The Manager Who Outperformed Buffett
Reece Duca started with just $2,000 in his personal investing account. Five decades later, that account is worth billions.22nd Nov, 2023
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Stratechery: The OpenAI Keynote
The artificial intelligence company OpenAI joined the ranks of the tech giants with their very first developer conference earlier this month.20th Nov, 2023
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The people who ruined the internet
This article takes us to a digital marketing convention in Florida, where experts in the dark art of Search Engine Optimisation (SEO) gathered to drink and discuss the future of the industry.16th Nov, 2023
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Aswath Damodaran: The Dean of Valuation
Damodaran has a particular focus on valuing companies, so much so that he has been dubbed “The Dean of Valuation”. This article looks at Damodaran’s life but also some of his key methods for valuing stocks.15th Nov, 2023
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"Nepo-homebuyers": 38% of young buyers use family money for down payments
A report from Redfin found that 38% of recent homebuyers under the age of 30 received family money in order to afford their downpayment.14th Nov, 2023
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Why Norway — the poster child for electric cars — is having second thoughts
This article from Vox explains why Norway is starting to have second thoughts about electric vehicles.13th Nov, 2023