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FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...(John Maynard Keynes). Both apply to Cowen in the age of AI....
April 19, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
February 28, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
Due Diligence
Inside EY’s brewing succession battle Premium content
...Can Harvey Schwartz restore Carlyle to greatness?...
August 3, 2023
Aldi
Aldi heads down new aisle with US supermarket shopping spree
...With its takeover of Southeastern Grocers, which owns Winn-Dixie and Harveys, it is moving into more conventional supermarket territory....
September 3, 2023
Sexual misconduct allegations
New York law unleashes ‘avalanche’ of historic sexual abuse claims
...She left Arista in 2002 to pursue an MBA at Harvard, and returned to the industry upon graduation in 2004, getting a job working with John Legend at Homeschool Records....
November 23, 2023
Electric vehicles
‘The early adopters have adopted’: US carmakers slow their EV growth plans
...“The narrative has taken over that EVs aren’t growing,” Ford chief financial officer John Lawler said this week. “They’re growing . . ....
October 28, 2023
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
UnhedgedRobert Armstrong
Nvidia circa 2023, Cisco circa 2000 Premium content
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
August 14, 2023
Illumina Inc
Illumina chair ousted in proxy battle with Carl Icahn
...Les Funtleyder, a healthcare portfolio manager at E Squared Capital Management, which holds Illumina shares, said the outcome of the proxy vote would do little to reassure investors....
May 25, 2023
UnhedgedRobert Armstrong
Why homebuilders have rallied Premium content
...That low p/e ratio may prove deceptive as the “e” declines. So, how’s that bet going?...
May 10, 2023
FT Magazine
The future of vaping looks a lot like cigarettes
...In the US, where the flavour ban has only succeeded in fostering a fruity black market, vapers prefer flavours so sweet that “you can feel the sugar on your teeth”, as Rob Harvey of Flonq, an e-cigarette...
August 10, 2023
News in-depthDonald Trump
David Pecker: publisher who made a Trump fanzine of the National Enquirer
...F Kennedy assassin Lee Harvey Oswald....
April 6, 2023
John Thornhill
Revenge of reality: how technology was discounted in 2022
...john.thornhill@ft.com...
December 22, 2022
US & Canadian companies
Crypto got Rakoff’d
...Ripple Labs Inc., . . ....
August 3, 2023
UnhedgedRobert Armstrong
Our 2023 stock picks Premium content
...That low p/e ratio may prove deceptive as the “e” declines....
January 20, 2023
John Thornhill
The five things the tech bubble got right
...john.thornhill@ft.com...
September 22, 2022
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Electric vehicles
Indonesia’s nickel riches spur local company EV, battery ambition
...A version of this article was first published by Nikkei Asia on February 3 2023. ©2023 Nikkei Inc. All rights reserved....
February 12, 2023
InterviewLeadership
Philip Morris’s CEO on quitting smoking and detoxifying the brand
...Olczak says he borrowed the name for PMI’s “beyond nicotine” strategy from BP’s “beyond petroleum” tagline following a dinner with former BP chief executive John Browne....
March 5, 2023
Retail & Consumer industry
Goodbye Juul, hello Elf Bar
...Per Bloomberg: Juul Labs Inc. is beginning talks regarding funding for a potential Chapter 11 bankruptcy, according to people with knowledge of the preparations....
October 7, 2022
Philip Morris International Inc
Philip Morris raises Swedish Match offer to $15.7bn
...Separately, PMI on Wednesday agreed to pay tobacco group Altria about $2.7bn for the US commercialisation rights for IQOS, a line of e-cigarettes, giving it full global rights over the products....
October 20, 2022
Hedge funds
Reddit-led market turmoil hits big quant hedge funds
...New York-based Two Sigma, which manages about $48bn in assets and was set up in 2001 by computer scientist David Siegel and mathematician John Overdeck, lost 5.3 per cent in its Absolute Return fund and...
February 7, 2021
InterviewTelevision
Sienna Miller and Rupert Friend on how Anatomy of a Scandal lays bare the arrogance of high office
...Fitting, then, that it has now become a six-part Netflix series, adapted by David E Kelley and Melissa James Gibson from Vaughan’s novel, which was itself inspired by Boris Johnson’s 2004 sacking from the...
April 7, 2022
#techFT
The brakes on electric production Premium content
...Tech tools — MoonSwatch has landed Not since the 1980s and 1990s has the launch of a new Swatch watch created such buzz, writes John Gapper....
April 4, 2022
HTSI
The family man: a celebration of ageless style
...Prada wool Long John suit, £1,800. Boots, stylist’s own. Timothy wears LEJ recycled cotton shirt, £295. Prada wool Long John suit, £1,500, and leather shoes, £880....
September 15, 2021
Netflix Inc
Netflix warning on subscriber growth sends stock plummeting
...Other pandemic beneficiaries such as e-signature specialist DocuSign and Netflix rival Roku have tumbled more than 20 per cent in 2022....
January 21, 2022
Coronavirus: free to read
US lab giant warns of new Covid-19 testing crunch in autumn
...More than 140,000 Americans have died from the disease, according to Johns Hopkins University....
July 21, 2020

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