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....
...They compared this to cider being described as made from apples, although the majority content is water....
...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....
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
...et al v....
...al — arrived....
...Even Apple’s sales warning this week spurred just a modest, brief retreat. But look under the hood and some trepidation becomes apparent....
...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....
...et al), which improves SONG’s negotiating position. . . . . uh, great?...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...(FT) Take a bite out of this A former Apple employee has been accused by US authorities of stealing trade secrets about the company’s self-driving car project....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...Morgan Stanley’s Adam Jonas, however, didn’t want to know about Musk’s blue-sky thinking capacity or model-naming genius....
...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...
...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...
...(The Atlantic) Apple power Apple has established a subsidiary called Apple Energy that may sell excess electricity generated from the company’s various solar projects in California and Nevada....
...Tim Cook, Apple chief, flew to Brussels to lobby against a tax probe and Google and Facebook have also faced tax protests....
...Funds may have sold out of Valeant, Apple et al before the rot set in....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...Ask IWC, Breitling, Montblanc, Bulgari, Gucci, Frédérique Constant et al why they have made “connected” watches this year and they will all say smartwatches are the next big thing....
...The other challenge for HP, Dell, et al is that the biggest customers can do it themselves. Google designs and builds its own serv” programme....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...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...
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