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Jo Ellison
Chandler Bing and the fiction of forever friends
...Besides, in the event of a real emergency, you most likely won’t need the person with whom you shared a dorm at college, but the neighbour with whom you may or may not have exchanged names....
November 3, 2023
Lex PopuliInvestments
If you like a company, should you buy its shares?
...Presuming online fast fashion group Shein makes it to market, Gen Z shoppers who return as much of their hauls as they hold on to may conclude that keeping consumers sweet makes for a less attractive business...
April 19, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
Inside BusinessSujeet Indap
Delaware, Inc agonises about Musk backlash as its lawyers seek changes
...And just last week, Tesla said it would ask its independent shareholders to vote in June to move its domicile to Texas — writing in its proxy statement that Delaware corporate law “may be less predictable...
April 23, 2024
ReviewFiction
Chevengur — Andrey Platonov’s risky critique of early Stalinism
...No matter how tempting it may be, we cannot afford to look away now....
December 8, 2023
Airlines
US airlines under fire for raising baggage fees again
...The language of the proposed rule suggests the department may place an outright ban on fees the airlines charge families to seat an adult next to a child, McGee said....
March 10, 2024
Intel Corp
Intel to receive $8.5bn in US funding for high-end chip manufacturing
...US President Joe Biden will travel to Intel’s site in Chandler, Arizona, on Wednesday to announce the package, which will go towards building new facilities for the company in the south-western state, as...
March 20, 2024
FT Live
Infrastructure Investment in Latin America and the Caribbean
Identifying opportunities for investors and asset managers
Wednesday, 12 June237 Park Avenue, New York, NY, USA
Retail & Consumer industry
The golden age of corporate pizza consumption transparency may be over
...We may never know, but we can still put a possible figure on Weiner’s eating habits....
March 19, 2024
The Henry Mance Interview
Economist Daniel Chandler: ‘Shareholders have all the power. It doesn’t have to be that way.’
...“I don’t think we should be leaving it to the goodwill of enlightened employers to bestow this upon their workers,” says Chandler, who adds that May failed to “make these ideas exciting to people”....
May 22, 2023
Investments
Behold, the Basquiat bond
...And while Drahi may like to think of himself as a shrewd operator when it comes to wringing costs out of mobile and cable businesses, he is better known for his prowess at financial engineering....
April 12, 2024
LexInsider trading
Insider trading ruling is a warning for executives who get creative Premium content
...The next case may not be so clear-cut. But executive stock traders have been put on notice. sujeet.indap@ft.com...
April 24, 2024
LexUS banks
Net interest income may have peaked for Wall Street banks Premium content
...Although profits are expected to be lower for many this year, shares in some of them may get a boost if Basel III capital requirements turn out to be not as bad as feared....
April 12, 2024
LexTesla Inc
Robotaxis are not the solution to Tesla’s problems Premium content
...This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
April 23, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...Shareholders will vote on switching its primary listing to New York in May. On a forward price/earnings ratio of 35 times, Flutter’s shares look expensive....
March 29, 2024
Cryptofinance
BlackRock Buidls back better Premium content
...But its first use case may be to feed into the perpetual motion machine that is crypto trading. What’s your take?...
April 12, 2024
Simon Edelsten
Collectibles — an enjoyable way to lose money
...Cars in particular may need some serious looking after....
April 4, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
LexNetEase Inc
‘World of Warcraft’ return to China will bring peace to NetEase investors Premium content
...The return of Blizzard games to China will help alleviate investor concerns that the world’s largest online gaming market may be starting to close itself off to foreign titles....
April 13, 2024
LexUS retail
Why US department stores have most to fear as credit card debt sours Premium content
...But it is department stores, rather than lenders, that may have most to lose as the credit cycle sours. The biggest of these — Macy’s, Nordstrom and Kohl’s — do not own their credit card portfolios....
April 5, 2024
LexMergers & Acquisitions
Handbag deal challenge contains warning for all serial acquirers Premium content
...This dispute is heralded as a bellwether, but fashion may prove to be a unique sub-market. sujeet.indap@ft.com...
April 23, 2024
Unhedged
What’s wrong with Apple? Premium content
...This has already hurt Apple’s sales in China, and tariffs may hit margins in the US before long. Legal trouble....
April 2, 2024
Gillian Tett
Companies must rethink how they handle cyber risk
...Or, as the IMF report tartly notes: “Private incentives to address cyber risks may differ from the socially optimal level of cyber security, making public intervention necessary.”...
April 18, 2024
FT Alphaville
Doug Cifu has let FT Alphaville down
...It wouldn’t be tolerated in any other consumer-facing industry. . . . as long as French and German ATC don’t (expletive) it all up in March, April, May, I think all operators in Europe will be positioned...
March 13, 2024
Google LLC
Google streamlines structure to speed up AI efforts
...The reshuffle comes ahead of Google’s first-quarter earnings on 25 April and its annual I/O developer conference on 14 and 15 May at its headquarters in Mountain View, California....
April 18, 2024
Berkshire Hathaway Inc
Warren Buffett’s Berkshire Hathaway pares its stake in Apple
Share sale follows investor’s admission that an earlier cut to its holding may have been a mistake
February 14, 2024
LexAirlines
US airlines: Alaska-Hawaii regulators may have antitrust objections Premium content
Collapse in would-be buyer’s share price suggests the market thinks this deal will stay grounded
December 4, 2023
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...Q3 earnings call, May 2023 Scott A. Roe (chief financial officer): We’re not chasing the last dollar. We’re being disciplined, and I think this year is a great testament to that....
April 23, 2024

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