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...“You are starting to see this a bit more with pre-IPO companies [such as] OpenAI, Canva, SpaceX: private companies doing tender offers for staff who tend to have more concentrated positions in the company...
...But if IP is less valuable to the overall business than it was to J Crew’s, does that mean it isn’t material?...
...It is squeezed by luxury retailers on one side and discount chains such as TJ Maxx on the other. It struggles to set itself apart....
...And I don't think it's a coincidence that Lego soon after BrickLink started doing this bought BrickLink. It was starting to intrude in an interesting way into Lego's core business....
...This can be seen as a version of the above, but in this case the important business unit is right on the other side of the world, and is in a volatile market which requires emergency decisions to be made...
...Fink described the mismatch between what Americans were saving and what they would need as “a problem so big and urgent that government and corporate leaders [need to] stop business as usual [and] step out...
...The one thing they haven’t tried [is] fiscal stimulus. Since then, we’ve seen more fiscal support....
...“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”....
...If you are trading below book value and you don’t have a plan to cover your cost of capital, then you have been misrepresenting yourself as a board member,” he added....
...What’s more, passive funds aren’t as powerless as their name might suggest....
...Doing a buyback is a good idea only if the company doesn’t have a higher-returning way to invest the cash....
...It is also worth emphasising that the value creation from a buyback programme doesn’t happen in 1, 2, or even 3 years — but by doing so in a systematic and predictable manner as we continue to scale profitably...
...But that’s just it: I can’t understand why, if the business is able to increase profits so quickly, the money wouldn’t be better invested internally....
...They were throwing figure after figure, thinking these guys come from the Middle East, they are funded by somebody, they are throwing money right, left and centre and they don’t know what they are doing,...
...How could you not at least appreciate a major leading indicator that is so prone to doing weird and wonderful things as soon as the going gets tough. Plus, its idiosyncratic problems are fun!...
...“Earnings would have collapsed if rates hadn’t gone up and they hadn’t overcharged clients for their cash,” the short seller added....
...The Russian business now operates as a standalone unit, Van de Put said. The company sold fewer goods in 2023, he added, but was more profitable because of lower investment....
...“I don’t want Facebook, who cheated in the last Election, doing better. They are a true Enemy of the People!”...
...But for the newsletter business’s newer — and more profitable — members, the presence of neo-Nazis on the same platform means that they are either quitting Substack or making noises about doing so....
...media won’t”....
...In an interview with the Financial Times, he said his wife offered an ultimatum: “Either you decide you like your job and you want to keep doing it. Or, if you decide you don’t, go find something else....
...Surely the hunt to get young users hooked on a platform as soon as possible, as part of running a profitable business, is at odds with caring for their wellbeing?...
...“A lot of success in life and business comes from knowing what you want to avoid: early death, a bad marriage, etc....
...Yet lawyers and other professionals haven’t been held to the same standard, Bloomberg’s Paul J Davies writes. . . . and punishment However, the new US Corporate Transparency act could help the crackdown...
...And that wasn’t the only mini-drama....
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