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...“If I have a remit, it is to think what investments might be added to the portfolio, but there’s already a fantastic team working on those two investments.”...
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...Investment needs to look stable. Interesting is overrated when it comes to life savings. Would you let Elon run your portfolio?...
...Model portfolios — standardised investment packages that broker-dealers, wirehouses and registered investment advisers can use to invest client money — typically use between four and 20 underlying ETFs or...
...I’m happy to report that Mr Martin makes a mean martini — I guess the clue is in the name....
...“There’s an intensity [in Vis,] you see it right away,” said Sadek Wahba, the head of infrastructure fund I Squared Capital, who expects to do more business with Citi now that Raghavan is there....
...However, I’d only be thinking about using the research in this way if I were a fund manager with a keen appetite for engagement....
...“I am encouraging all of our companies who have the financials to support going public to go public,” Ganesan adds. “Down is the new up.”...
...“I’ve been around this industry for a long time, and I’ve seen these trends come and go,” he told CNBC....
...Unilever cools on ice cream I scream, you scream, we all scream for ice cream. Except, apparently, at the European consumer giant Unilever....
...I am quite confident in my team’s ability to identify high-return technical projects versus the alternatives, but if you ask me whether PepsiCo or Coca-Cola is the better investment?...
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
...I think we just haven’t blown our trumpet.”...
...I think this stems from fear and uncertainty,” BlackRock chief executive Larry Fink told analysts on Friday....
...Musk recently said he wanted to turn Tesla into an “AI juggernaut” but, he added, “if I have so little influence at that stage I could be voted out by a random shareholder advisory firm”....
...In short, then, these labels are no guarantee of investment success. So what about the Magnificent Seven?...
...Responding to my view that Uber seems likely to have higher-returning uses for excess capital than a buyback, he emphasised that fixed investment is subject to operational constraints set by company culture...
...“I guess we could make them co-heads?” Sadly, probably the most common structure of its kind....
...Futures prices broke $10,000 yesterday after trading in the $2,000 range a year ago, driven by climate, disease and under-investment in plantations....
...If I missed one — and I missed plenty — another always came along. Those days are long behind us.”...
...A sale to employees last autumn valued it at $223bn, and I am told some funds are marking it nearer to $180bn. TikTok is thus partly a tale about the investment cost of geopolitical risk....
...“Trees don’t grow to the sky,” I would think. Then I read W. Brian Arthur’s paper “Increasing Returns and the New World of Business”....
...“I’m always so happy to be back in this remarkable city,” he wrote in a post on Chinese social network Weibo....
...“I’ve said this loudly with advisers to get them ready: they’re going to be swarmed, and maybe already are, with all this product that’s sitting in these ETF wrappers,” he reports....
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