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Related Special Reports
Zen and the art of expectation maintenance
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Pedal to the metal, balls to the wall, margins to the floor
...And Anglo’s reputation is for paying higher than the industry average, particularly for management jobs....
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Pointless back-engineering of a costly fat finger
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Enjoy the benefits of being small and imperfectly formed
To justify its current valuation, everyone everywhere needs to spend $800 a year on Apple products, says UBS
A grift that keeps on giving
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...The market has been inefficient at gauging the [games industry] pipeline and its capex needs: FCF has underperformed Bloomberg consensus from the start of the year for each stock in our coverage in every...
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...He turned the EV industry pacesetter into a mass-market producer of generic-vehicle-shaped-objects, which didn’t make him happy....
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And yet, we’re struggling to care
...“Team members [have] asked to remain confidential as one team member has been approached by someone from the industry,” Quantum Blockchain told us....
Complications are complicated
...Less fine would be if an industry that’s been haemorrhaging funds in an absurdly top-heavy market tried to remain relevant by index hugging, because that’s not plunge protection, it’s the opposite....
...Goldman argues that AI capex is going to keep flowing to the industry’s “gold standard” supplier and that export-tailored hardware can circumvent sanctions on China....
Sell the rumour, sell the news
...We think there are two benefits for the private capital industry: 1) increased deal volumes and exits in PE should allow carried interest to be realised within portfolios, which should drive incremental...
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