Thought Starters Archives - Page 4 of 17

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Revisiting Spotify - Has the thinking changed?

This article is one such investor reckoning with their Spotify investment. It starts by looking at their original thesis for investing in Spotify and then considers how much has changed within the business over the past two years.

7th Aug, 2023

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Michael Mauboussin: ROIC and the investment process

Michael Mauboussin is one of the most respected investing minds of his generation, and in this client note he writes about one of the most important investing concepts - Return on Invested Capital (ROIC).

3rd Aug, 2023

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Rowan Street Capital: H1 2023 investor letter

Rowan Street Capital returned 78.5% for investors in the first half of 2023. Put another way, they almost doubled their clients money in six months.

2nd Aug, 2023

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Explained: Why news publishers across the world are suing Google – their biggest source of readers

News publishers continue to decline as Google and Facebook take more of the advertising market.

1st Aug, 2023

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Tim Cook on shaping the future of Apple

In an era where loud, celebrity CEOs dominate Silicon Valley, Tim Cook is a counterpoint.

31st Jul, 2023

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Q2 2023 Right Tail Capital Investor Letter

In this quarter’s email Jeremy writes about the importance of patience as investors and then turns his attention to one company in his portfolio: NVR Corp.

27th Jul, 2023

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Let the Kids Get Weird: The Adult Problem With Children’s Books

This article made us think more about the business of children’s books than we ever have before. Because when you stop and think about them, they are a strange product

26th Jul, 2023

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A Closer Look at Berkshire Hathaway's Bet on "Old" Energy

This article takes a look at Berkshire’s recent action in the energy space. In particular, it looks back on what Warren and Charlie have said about Occidental and about their other big oil investment, Chevron.

25th Jul, 2023

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Compounding Optimism by Morgan Housel

In this article Morgan Housel make the case that it is not just financial returns that compound, but progress compounds in similar ways.

24th Jul, 2023

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The first US pro cricket league is just an Indian league in thin disguise

Introducing: Major League Cricket. But there is a fascinating business story behind the arrival of the professional cricket on American shores - this is the Indian Premier League expanding around the world.

20th Jul, 2023

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The workers at the frontlines of the AI revolution

Generative AI's impact on offshore outsourced workers: Disruption and opportunity collide in the changing landscape of labor

19th Jul, 2023

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The economics of selling on the internet

This article illustrates this point by looking at a number of Australian eCommerce players - Redbubble, Kogan, Adore Beauty and Temple & Webster.

18th Jul, 2023

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The size of mining’s decarbonisation opportunity

This article is the best we’ve come across that outlines the absolute scale of the challenge and the size of the opportunity in the energy transition.

17th Jul, 2023

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After “Barbie”, Mattel is raiding its entire toybox

Mattel aims to revolutionize the toy industry with Hollywood blockbusters, starting with the highly-anticipated Barbie movie. Will it succeed?

13th Jul, 2023

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Electric flying vehicles are getting closer to takeoff

Electric flying vehicles move closer to reality as Joby Aviation and Alef Aeronautics receive regulatory approval for testing prototypes.

12th Jul, 2023

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East 72 Dynasty Trust: Deep Dive on Bolloré (EPA: BOL)

Delve into Bolloré, a French conglomerate with a complex corporate structure, analyzed by East 72's Andrew Brown for investment insights.

11th Jul, 2023

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Big Tech jockeys for position in scramble for health data primacy

Big Tech's race for health data dominance intensifies as investments in healthcare grow, disrupting the industry and fueling data-driven innovation.

10th Jul, 2023

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There’s no easy exit for companies backed by PE and VC

Imagine you’re a startup founder that took advantage of the boom years of 2020 and 2021. You raised more money than you need at a valuation that was ridiculous. Buy hey, investors were willing to give you the money. Who were you to say no?

5th Jul, 2023

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Eli Lily experimental obesity drug could beat rivals in total weight loss for patients

Over the past six months it has been hard to miss, but we might still be underestimating the scale of what we’re living through.

4th Jul, 2023

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Meat cultivated in a lab is finally on the menu in the US

Lab-grown meat is getting closer to a plate near you. Lab-grown meat is biologically animal meat, it has just been grown in a lab from animal cells rather than harvested from an animal on a farm.

3rd Jul, 2023

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The impending collapse of commercial real estate

Delve into America's Commercial Real Estate Sector: Exploring Forces Impacting the $20.7 Trillion Market

29th Jun, 2023

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We were warned - tales of bad companies

This article looks at a company that we’d never heard of, but appears to be a classic example of the 2020/21 bubble: Skillz (NYSE: SKLZ).

27th Jun, 2023

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China’s record-high 20.4% youth unemployment

This stat is mind-blowing. And it shatters a lot of preconceived notions about China’s rise and how the job market functions in the quasi-communist, quasi-capitalist economy. 1-in-5 young people are unemployed in China.

26th Jun, 2023

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How Reddit set itself up for a fall

The Reddit blackout of the past few days was the latest in a long line of community activism from the self-described ‘front page of the internet’.

22nd Jun, 2023

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Introduction to Farmland Investing

In the past 30 years, US farmland has delivered a higher average annual return than the other major US asset classes (stocks, bonds, real estate).

21st Jun, 2023