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Warner Bros Discovery, Inc
Warner Bros Discovery aims for global market with Europe launch of Max
...Max will have more than double the amount of content available on HBO Max. The second series of House of the Dragon will be shown on Max in Europe in June....
March 21, 2024
Financial services
How’s the PE Winter looking?
...This was expertly covered in MainFT upon release, but we thought we’d take the chart-curious through an extended parsing of the report....
April 25, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Suffice it to say that when Facebook IPO’d, the big worry in the analytic establishment was whether it could monetise on mobile devices....
March 27, 2024
FT Magazine
The delivery rider who took on his faceless boss
...Because, at the time, Uber generally hid exact delivery locations from couriers after they’d completed their trips, it was hard for them to confirm how far they’d gone....
March 15, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...I’d bet, without much confidence, that it will be less than that. Yen: it’s all about US The Bank of Japan has left negative interest rates behind, yet yen weakness continues unabated....
March 28, 2024
Energy Source
Oil and gas executives expect slower transition to net zero Premium content
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
March 14, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Banks
Mike Mayo ❤️ Citi
...(d) Dividends provide an extra 10%+ return. This is based on est. $12B of cumulative dividends over 3 yrs. on market cap <$100B....
January 2, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...A subsequent labour arbitration case means he now owes the Pinduoduo around double the amount he earned during his year of working there....
March 14, 2024
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...Tools for success Huawei may have a brutally demanding working culture, but the company is offering highly competitive salaries — up to double what most local chipmakers pay — to attract top talent....
April 11, 2024
Climate change
Shipowners and traders clash over cost of climate regulations
...An executive at another company that charters more than 300 ships also attacked attempts to “exempt [shipowners] from responsibility”, adding such proposals were “not fit for purpose”....
August 28, 2023
Apple Inc
Apple fails to dispel worries over hardware outlook and China sales
...“If Apple had the same number of weeks, they’d be up 7 per cent — the business is healthy,” he said....
November 2, 2023
InterviewSemiconductors
Qualcomm wants to buy a stake in Arm alongside its rivals
...“You’d need to have many companies participating so they have a net effect that Arm is independent,” he said....
May 30, 2022
Financial services
Mubadala leads funding round for Uber partner Moove
...“We currently operate in four cities in India and plan to expand and double down operations in India,” Delano said....
August 10, 2023
Unhedged
It’s a good time to be Rick Rieder Premium content
...You can hit high single-digit to low double-digit returns on high-quality assets in the belly of the yield curve, that three-to-five-year range....
December 1, 2023
Travelista
Four fantasy island escapes
...With its 5.2ft draught, the Explorer can reach waters other charter yachts can’t (and it has super-nimble tenders for those inlets and dive sites even it can’t make)....
October 15, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Travel
43 holidays to take in 2024
...The newest hotel in Venice, Violino d’Oro (violinodoro.com; doubles from €658) is close by, as is the Pensione Accademia (pensioneaccademia.it; doubles from about €300)....
December 30, 2023
Unhedged
Private credit’s safety blanket Premium content
...You’d need a 40 per cent default rate and 40 cent [on the dollar] recoveries to blow through 50 per cent of the capital structure....
August 24, 2023
Transcript
Transcript: Why we need the UN
...If we didn’t have it, we’d have to invent it. But the fact is we couldn’t invent it. We don’t have a 1945 moment when the world would come together to allow the soaring ambition of the UN charter....
February 8, 2024
Unhedged
Instacart is hard to value Premium content
...If readers have thoughts on Instacart, we’d be very keen to hear them....
September 12, 2023
InterviewThe CEO
‘Talk to everyone you can’: Plaid’s Zach Perret on navigating a failed sale and Covid upheaval
...I’d be happy to help.”...
October 1, 2023
Lex PopuliFinancials
Credit ratings: time for downgrades for lenders, property and the US
...As ratings drop to C and D, the risk of default rises accordingly Developing nations with bad borrowing records may fall into these buckets....
August 25, 2023
Taylor Swift
Why is it so hard to work out how much money Taylor Swift is making?
...of double opt-in members, ensuring data reliability and diversity”....
November 2, 2023
FT Magazine
TikTok spied on me. Why?
...I’d written extensively about the company for the Financial Times, so we’d spoken before....
May 5, 2023
Semiconductors
South Korea warns US could ‘overburden’ its chipmakers with China limits
...Seoul’s state-run Yonhap News said on Wednesday that the Korean government had asked Washington to double the limit to 10 per cent. Seoul’s commerce ministry declined to comment on the report....
May 24, 2023
Victoria PLC
How an alleged ex-gang member is tied to royal carpet maker Victoria
...As the balaclava-clad man blasted a double-barrelled shotgun out of the back of a Lexus, Karim dived for cover. Shotgun pellets hit his house, wall and wheelie bin....
November 7, 2023

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