Hints and tips:
...It may take weeks, or even months, to come up with something that satisfies US customs officers....
...“You are coming after the GOAT [greatest of all time],” said Bill Stone, the chief investment officer of Glenview Trust, which owns Berkshire shares....
...“As long-term investors, we would value companies on their customers, deep partnerships, talent and long-term defensible moat,” he said. “Where does that all sit today with OpenAI?”...
...The bombshell “We Have No Moat” memo from an anonymous Google executive, rightly highlighted in an earlier article by John Thornhill, hints that even the tech giants recognise that the future of AI is open-source...
...“Suggesting Ms Ma is an executive officer of Baidu, based on her share-based compensation, is mistaken,” the company added....
...losses left doubts about whether the economics of ride-hailing — as well as the food delivery business Uber also moved into — would ever make sense, or whether companies would be able to build competitive moats...
...And when we asked them about her high compensation package, they said, suggesting Ms Ma is an executive officer of Baidu based on her share-based compensation is mistaken....
...“A lot of companies sort of reinvented the bean burger, and there’s no economic moat behind bean burger making,” he said....
...“Next-generation chips from Google, Intel and others are catching up [and] even Cuda becomes less of a moat as software is standardised.”...
...Ferris is stepping into the top job at FIS, having been chief financial officer at Vantiv....
...I stayed in one of its decorative 19th-century gatehouses, gazing down at the sun-dappled moat and the weed-pierced, cobbled back streets....
...Rupak Ghose is the chief operating officer of Galytix, former head of corporate strategy at ICAP/NEX and a former financials research analyst at Credit Suisse....
...But overall, the promise of big scale, competitive moats and high profits providing downside protection has panned out. The next test is earnings....
...These operations played such a salient role that the unassuming character behind them, chief operating officer Tim Cook, would succeed Steve Jobs as CEO in 2011....
...Is there an angle to how [your] data is structured and deployed that we need to think more about in terms of a competitive moat?...
...So that puts a huge moat around what we do.”...
...The presentation is peppered with terms such as “disrupter”, “data analytics” and “technology moat”....
...Hiring ex-Facebook chief security officer Alex Stamos, who was criticising Zoom in public, looks like a PR wheeze....
...JD.com called off the IPO of its finance unit and put a compliance officer in charge....
...Public companies should build a moat, get their ducks in a row and keep their guard up because boardroom raiders aren’t going anywhere. They’re proliferating....
...Chief financial officer Marianne Lake said that JPMorgan would still hit its target of growing net interest income by more than $3bn in 2019, even though bond yields fell in the final weeks of the quarter...
...Some of the most interesting conversations I had in Russia were with moonlighting military officers and rocket scientists who picked up paying passengers as a side hustle....
...But he has had a series of run-ins with East Suffolk Council planning officers, who most recently refused permission for him to hang a sign outside his private pub....
...One highlight from Ek: People think that because Netflix now owns more of their own content, it’s like a defensible moat. The premise is just very, very faulty....
...In Mr Buffett’s terms, these businesses have much wider moats than Apple, and therefore higher prospects for long-term growth. Apple is great company....
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