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....
...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....
...Last week, a verdict was passed down in the case of Walkers Snack Foods Ltd v Commissioners for His Majesty’s Revenue and Customs, with first-tier tribunal judges Anne Fairpo and Sonia Gable ruling against...
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
...Reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to let us know. Happy reading!...
...“Clearly, we’re in a challenging negotiation,” Al Kelly told the Financial Times....
...al, overcome the challenges and build those Fleits after all....
...Investors have always been adept at using new technologies to gain an informational advantage....
...But before we get to what we think the issue is with food delivery, we’d like to turn your attention to one insight shared by CEO Dara Khosrowshahi on the earnings call. It relates to centralisation....
...“The multiyear deal is a huge vindication for Qualcomm and likely an acknowledgment by Apple that it had run out of options, particularly when it comes to 5G,” said Ben Wood, analyst at CCS Insight....
...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...
...You could call it “Cook v Zuck”. In one corner, Tim Cook, the cautious veteran trying to rise above the fray. In the other, Mark Zuckerberg, the embattled upstart with a lot to prove....
...Cambridge Analytica’s technique of combining behavioural insights with other data is the subject of controversy but is still considered valuable by companies and governments....
...Al Gore, the former US vice-president, has reinvented himself as an environmental activist....
...It saw further adoption by those who saw it as a way out of hyper-inflating local currencies (Venezuela et. al), and now price is increasingly being driven by speculation on an appreciating asset (a new...
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...In an interview last year, Robert Caro, the acclaimed biographer of New York city planner Robert Moses, shared a simple insight that explained how an architect “can shape a metropolis for generations”:...
...Additional reporting by James Fontanella-Khan Letter in response to this article: Uber et al are not entitled to ‘own’ anything / From Stephen Swift, London, UK...
...Job Moves Perella Weinberg has hired Richard Sherlund as a partner focusing on technology companies based out of its San Francisco office....
...Max Schrems, the Austrian student who leads the privacy campaign “Europe v Facebook”, tweeted triumphantly on Tuesday: “The game is on!”...
...One plugged-in Democrat suggests there is a generational divide in attitudes towards Uber et al. The drivers who may fret about the risks of relying on income from Uber tend to be middle-aged, he says....
...Chris Rossbach argues in Markets Insight that Amazon, Alphabet and Facebook would be better long-term investments for Mr Buffett....
...Digital news TV switch While newspapers are increasingly taking their lead from BuzzFeed et al, and their mastery of content distribution via platforms such as Facebook, the digital upstarts are shifting...
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