Thought Starters Archives - Page 2 of 17

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An Oil Giant Quietly Ditched the World’s Biggest Carbon Capture Plant

Bloomberg has investigated the Century project and found that the plant never operated at more than a third of its capacity.

9th Nov, 2023

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Elon Musk gives X employees one year to replace your bank

Elon Musk continues to take steps towards a dream that he had more than 20 years ago. Before he merged his financial services company with Peter Thiel’s company to create PayPal, Musk dreamed of building an all-in-one financial platform, X.com.

8th Nov, 2023

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Charles Schwab: Millennials want fixed income

This recent survey out of American financial services giant Charles Schwab suggests that as interest rates rise an overwhelming number of young people are turning to fixed income.

7th Nov, 2023

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Cricket, flag football among 5 sports added to 2028 Olympics

The classic question, “if you had to try and qualify for an Olympic sport, which one would you choose?” just got a few more options.

6th Nov, 2023

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The Elon Effect: Twitter (X) is shrinking under its new owner

Happy anniversary to Elon Musk and Twitter. This article from Slate takes a look at what has happened in the year since.

2nd Nov, 2023

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They Cracked the Code to a Locked USB Drive Worth $235 Million in Bitcoin. Then It Got Weird

This article takes a look at a lab in Seattle that has spent 8 months working on devices like the one Stefan Thomas is locked out of, solely focused on finding a way to unlock that $235 million of Bitcoin.

1st Nov, 2023

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Australia’s coming housing bust

With 400,000 new residents in 2022-23 and another 300,000 forecast for 2023-24, many housing experts believe that will create demand and keep prices rising.

31st Oct, 2023

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Good Intentions, Perverse Outcomes: The Impact of Impact Investing

In this article, Damodaran looks at climate investing and asks whether the trillions of dollars allocated over the past decade has moved the needle.

26th Oct, 2023

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The Profound Effect of Americans Living Longer Lives

Today, more than one third of all Americans are over 50. Every day 10,000 Americans are turning 65 and by 2030, one in five of us will be 65 or over

25th Oct, 2023

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The publisher doom loop

This article dives into the media business and makes the case that in an era of increased competition for attention and reduced CPM’s (advertiser speak for revenue per 1,000 impressions), many publishers are falling into a doom loop.

24th Oct, 2023

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Lessons from History: The Rise and Fall of the Telecom Bubble

This article takes a closer look at the internet bubble and draws parallels to the Artificial Intelligence hype of today. From this article and Perez’s work, a few of our takeaways for when we think about investing in disruptive technology:

23rd Oct, 2023

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The Value Investing Way: From Graham & Buffett, to Howard Marks, George Soros, Seth Klarman & Monish Pabrai

This was an interesting summary of some of the investing philosophies of the best investors in history: Benjamin Graham, Warren Buffett, Howard Marks, George Soros, Seth Klarman and Monish Pabrai.

19th Oct, 2023

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Andrew Brown: East 72 Dynasty Trust Quarterly Report

In this quarterly report, Andrew unpacks his fund’s performance and then goes deep on one of his portfolio companies - Virtu Financial (NASDAQ: VIRT).

18th Oct, 2023

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Compounding Heritage

This article take a look at the luxury market and tries to understand how we can approach these companies as investors.

17th Oct, 2023

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Retailers appear to be facing a self-checkout reckoning

Self-checkout. That mysterious invention that has seen consumption of brown onions skyrocket and that of avocado plummet.

16th Oct, 2023

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It's not just you. LinkedIn has gotten really weird.

The rise of the LinkedIn influencer - putting up daily polls and personal stories - doing anything to juice engagement.

13th Oct, 2023

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Christopher Tsai: Investing in an age of disruption

This is the transcript of a speech Christopher Tsai, New York-based founder of Tsai Capital, gave earlier this year on investing in an era of rapidly changing technology. In it, he outlines three key points:

11th Oct, 2023

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The FTC Sues to Break Up Amazon Over an Economy-Wide "Hidden Tax"

Ever since President Biden appointed Lina Kahn to run the Federal Trade Commission, we knew this was coming. The US Government is coming for Amazon.

9th Oct, 2023

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The Definitive Guide to All Things Taylor Swift and Travis Kelce

This article from The Ringer captures everything you need to know about the biggest story in pop culture and in sport last week.

5th Oct, 2023

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The Hollywood writers strike is over - and they won big

The Hollywood writers strike is over. And initial reporting in the aftermath suggests the writers have negotiated a great deal.

4th Oct, 2023

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Mark Zuckerberg on Threads, the future of AI, and Quest 3

Meta CEO Mark Zuckeberg sits down with Decoder guest host Alex Heath for a rare interview on the future of AI, his feud with Elon Musk, and all the Quest 3 news out of Meta Connect.

3rd Oct, 2023

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Airlines are just banks now

This article from The Atlantic explains why. It details the shifts over the past few decades that have turned the airline loyalty program into such a valuable part of the overall business.

2nd Oct, 2023

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A record 73 million Americans plan to bet on the NFL this season, survey says

Over the past two years, at least 10 players have been suspended for betting on NFL games in violation of the NFL’s gambling policy.

28th Sep, 2023

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America's biggest private-equity firms are screwing over college students

This article from Business Insider has taken a look at student housing in America and examines what happens when Wall Street takes on the operation of student accomodation. No prizes for guessing what comes next.

27th Sep, 2023

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What can we do about ultraprocessed foods?

This article takes a look at the debate around ultraprocessed foods, both on a personal level (how should we approach eating them) and on a policy level (how should we regulate this food and the companies that make them).

26th Sep, 2023