Hints and tips:
...It is a bad idea to present a fast-growing but still unprofitable bank as an adjusted-ebitda-profitable tech company. It makes it hard to see how the business is really doing....
...It’s also preparing to sell off other parts of its business such as Fortress Investment Group, the asset manager it bought in 2017, and Arm Holdings, the UK chip designer that it plans to take public by...
...The biggest US telecoms groups have to invest heavily to offer the best service, while also keeping prices low because they are effectively selling the same product as their competitors....
...Read a transcript of this episode on FT.com https://www.ft.com/content/bde35a2f-ae3f-4fc5-920f-a6bca45d9eb3 Poland and Hungary could lose billions of euros in EU regional aid as the European Commission...
...Airbnb benefits from ‘travel recovery’ as bookings and revenue grow https://www.ft.com/content/fd8f8621-cac4-4bff-a082-9a74d1cbec15 Disney outpaces streaming rivals as it doubles subscribers in a year...
...Islamist group urges citizens to return to daily lives even as government workers report harassment - with Stephanie Findlay, South Asia correspondent https://www.ft.com/content/7f03429a-8d61-43df-9cd8-...
...https://www.ft.com/content/5ff0aaa5-a501-42a5-85f4-76537cd6c990 French app Yuka brings people power to the supermarket aisle https://spark.ft.com/editor/850d9f5c-b4ab-42d5-a53d-d25b3ae99c77?...
...For a fuller discussion see my FT column of July 2021: The answer to inflation fears lies in ending Covid disruption https://www.ft.com/content/e79c894e-8e89-44c6-a864-c6a2cc70bbb0 Barret Kupelian: Evidence...
...Draft regulations by the Communist party would dramatically alter Ant’s business model as a high-tech matchmaker between banks and borrowers, and if the IPO plan returns, it won’t be as colossal....
...Despite the starry shareholder roster — which also includes Sequoia Capital, Permira, Bestseller Group, Ant Group, H&M and even rapper Snoop Dogg — there are still questions around Klarna and its business...
...Drop us a line and join the conversation: Due.Diligence@FT.com One update to Thursday’s lead item: We should have said that Michael Jensen, the Harvard Business School professor, popularised the phrase...
...(A clarification from Friday: Dr Michael Veale of University College London wrote to tell me that DP-3T, where he is doing research work, represents a decentralised Bluetooth effort in Europe, rather than...
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...As the titans of the private equity world head to Berlin for the industry’s glitzy annual get-together — the SuperReturn conference — it’s worth taking stock of how the industry is doing....
...America’s traditional media empires are spending tens of billions of dollars as they fight back against technology groups that have ravaged their business....
...But “the liberal, free-market establishment, political and business leaders in every western country, did not think enough about, are we taking the public as a whole along with us?”...
...Doing that effectively will mean developing a cadre of managers who can take the Broadcom way of doing things into many unrelated businesses, as GE did in its heyday....
...“I don’t see him doing a big, big deal outside the US.”...
...Please send feedback to due.diligence@ft.com...
...Carl Icahn wrote this week that Michael Dell and Silver Lake were “hoodwinking DVMT shareholders” in their valuation of the core Dell Technologies business....
...Fung was previously interim CFO for the luxury department store group Neiman Marcus as well as the retail chain 99 Cents Only....
...andrew.edgecliffe-johnson@ft.com...
...health@ft.com Previous edition: Employers' guide to disability in the workplace Latest news at www.ft.com/health and Twitter @FT_Health Final thought Many people feel becoming irrelevant or invisible...
...German-born Michael Cluzel, co-founder and group chief executive of restaurant booking app operator Eatigo, chose Bangkok for its headquarters and the app’s debut market because of its high mobile internet...
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