Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...Think AT&T’s Bell Labs, which at its 1960s peak “employed 15,000 people, of whom about 1,200 had PhDs”, or Xerox’s Palo Alto Research Centre, which can lay claim to being the originator of the computer mouse...
...Job moves White & Case has hired Megren Al-Shaalan, a former senior legal adviser at the Saudi Royal Court, as a partner. He is based in Riyadh....
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Feldman et al. have a sense why that is:The access to capital investment and the ability to spread risks among many small shareholders appears to facilitate heavier investments in R&D, arguably the riskiest...
...“Aside from the occasional Norwegian death metal band, this is very safe,” says Brian Wieser, an analyst at Pivotal Research....
...“The most plausible explanation is a China Inc deal,” says a research note from Bernstein in Hong Kong, noting that a number of other Chinese companies have been stopped by Chinese regulators from going...
...-Al Baldasaro, a Trump surrogate, clarifying his remarks on Clinton....
...Today we spend about 50 times more as a society treating people who are sick than we invest in research so you won’t get sick in the first place....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...al. (2013), Autore, et al. (2011), and Beber and Pagano (2011)....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...Mark Mulligan, an analyst with MIDiA Research, says Spotify is better than most other services at converting free users to paying customers....
...But unlike Mr Terry et al, Mr Austin remains the beneficial owner and gets to vote his shares and reap the dividends. IGas’s shares tumbled 24 per cent last week....
...The latest case, Google v Joffe et al, involves a class action suit stemming from the company’s illicit collection of snippets of information from WiFi networks in homes that its StreetView cars were passing...
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...When he left Quest in 2003, he took on various new businesses and became involved in research into treatments for autism....
...In two polls, Dr Eichhorn et al asked 14-17-year-olds how they intended to vote in the referendum....
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