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Lex PopuliInvestments
If you like a company, should you buy its shares?
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
April 19, 2024
LexBlue Apron Holdings Inc
Blue Apron: meal kit maker is chopped up, sold and reheated Premium content
...Meal companies box up and deliver perishable ingredients so consumers can cut down on preparation time and food waste — though not packaging....
November 13, 2023
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
Gillian Tett
Fifteen years after Lehman, we still need to fix financial supervision
...The incentive is for backward-looking box-ticking. The good news is that many supervisors know this. The Fed, for example, released a long report about the failures of SVB....
September 14, 2023
Climate change
BlackRock breaks with Glencore over environment policy
...He blamed the increase in dissenting votes on “some ESG person in the basement in office number 27” engaged in a box-ticking exercise....
September 10, 2023
FT Magazine
‘We’re all maggots’: an audience with Jim Riswold, the copywriter behind some of Nike’s greatest adverts
...lens of absurdist iconography: plaster death masks for the abolitionist John Brown and the fictional pancake syrup spokesperson Aunt Jemima; Russian president Vladimir Putin reimagined as a child’s doll holding...
March 9, 2024
FT Magazine
Wine was my poison. Now it’s my sober passion
...The impulse to rediscover wine was always going to be from afar, like a retired tennis champion in the commentator’s box....
January 13, 2024
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
Television
Everything you don’t actually need to know about the economics of Succession
...The holding company The Roy family runs a holding company — a vehicle used to control interests in other companies....
April 21, 2023
Retail & Consumer industry
Subscription box companies struggle to adjust to life after lockdowns
...The subscription box business model “works better when the economy is robust, and when consumers are confident, and when there is cash sloshing around”, he said....
December 29, 2022
ReviewTheatre
Five stars for Standing at the Sky’s Edge, an exhilarating, big-hearted musical
.... ★★★★☆ To April 8, nationaltheatre.org.uk The Lehman Trilogy Gillian Lynne Theatre, London To another rotating glass box and another tale of hope and hubris — but in a very different tone....
February 16, 2023
The Weekend Essay
How will TV’s streaming wars end?
...As a result, streamers have been holding back shows just to make sure they have something to air if the strikes grind on....
October 7, 2023
FTX Trading Ltd
Untangling the knotty empire of Bankman-Fried and FTX
...The schematic also indicates that FTX Ventures Ltd, the group’s Bahamas-incorporated VC fund, was wholly owned by a little known Delaware holding company Paper Bird Inc, which in turn was wholly owned by...
November 10, 2022
FT Alphaville
Further Reading
...District Court Judge Cecilia Altonaga in Miami said in the ruling that investors in GameStop Corp, AMC Entertainment Holdings Inc and seven other stocks can proceed with a proposed class action lawsuit alleging...
August 12, 2022
FT Alphaville
A ramble through the DCC multiverse
...They claim in a lawsuit filed against two DCC subsidiaries, DCC Technology Holdings, Inc and Exertis (UK) Limited (PDF link), that the defendants breached obligations on earn-out payments and that Stampede...
February 24, 2023
ObituaryLily Safra
Lily Safra, philanthropist and art collector, 1934-2022
...The art lover, who has died aged 87, focused on the sale’s every detail, from the flower arrangements in the promotional images to the box containing the catalogues, because “she had a very clear vision...
July 15, 2022
Special ReportAccelerating Business
In-house lawyers move out of the shadows
...Janet Taylor-Hall, chief executive of Cognia Law, a legal services provider, sums it up: “The legal department was often seen as a hallowed black box where no one really understood what they did.”...
May 26, 2022
FT Live
FTWeekend Festival
Where the FT Weekend paper comes to life
Saturday, 7 September London, UK
InterviewWarnerMedia
HBO Max tries to close gap with Netflix and Disney in streaming wars
...HBO Max had a slow start, despite holding one of the most prized portfolios in entertainment — including Warner Bros film and television studios, the HBO network and a portfolio of cable channels including...
January 10, 2022
News in-depthRetail sector
How retail stocks went from ‘recessionary playbook’ to market casualty
...Some are trading down or holding off big purchases as a result, he added, particularly in discretionary categories such as clothing, personal care and home furnishings....
May 20, 2022
Jan Dalley
Should we send borrowed art back to Russia?
...Of course art is often a luxury of the super-rich, influential oligarchs among them, and — sadly — it probably does have to be treated like yachts and houses and any other valuable holding....
June 3, 2022
Coty Inc
Coty chief vows this time it is different
...“It’s very important that people do not mistakenly think that I’m just here to tick a box. I’m here because I’m a very successful executive in this industry and nothing else.”...
November 7, 2021
Succession: a modern-day media saga
‘Succession’ and the perils of a family business
...will air in the US on HBO from Oct 17, and in the UK on Sky Atlantic and Now from Oct 18 This article has been amended since original publication to clarify the arrangement of the Murdoch family’s media holdings...
October 1, 2021
The Big Read
The next quant revolution: shaking up the corporate bond market
...“We’re not a black box. We think we have cracked the code on what causes a firm’s default risk to change, and how to tilt portfolios to capture attractive mispricings.”...
December 7, 2021
FT CollectionsData rich: the numbers behind corporate news
Investors beat retreat from pandemic-era trends
...Parsley Box, a meal subscription business that listed on London’s junior market in April, has since shed more than 80 per cent of its market value....
January 7, 2022
Elliott Management Corp
Dropbox attracts activist interest from Elliott as shares languish
...Starboard Value is pushing for changes at Dropbox rival Box, where it owns an 8 per cent stake and has called for new directors to join the board....
June 2, 2021
The Big Read
The rebirth of Hertz: vaccines, meme stocks and Wall Street’s crazy year
...A chance for an outside-the-box gambit came within days of Hertz’s May 22 bankruptcy petition. The company, bizarrely, was becoming the hottest stock on Robinhood....
June 13, 2021
Best FT Weekend long reads of 2021
The ten trillion dollar man: how Larry Fink became king of Wall St
...He rushed up to Barclays’ corporate box, knocked on the door and asked Diamond to come out for a chat. Diamond agreed, and the two went for a walk....
October 7, 2021

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