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Apple Inc
‘Sell Apple’
...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....
February 27, 2024
Capital markets
The nuances (ish) of private credit vintages
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
November 29, 2023
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...Investors have long debated whether Tesla is an auto company or a tech company. We believe it’s both, but see the biggest value driver from here being software and services revenue....
September 11, 2023
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...House of Cards, BoJack Horseman and Orange Is the New Black to brag about until the cavalry — Stranger Things, Narcos et al — arrived....
April 24, 2020
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 14 NovemberNatural History Museum, Cromwell Road, London, UK
Inside BusinessPatrick Jenkins
Uber looks to radical financing to fund driverless cars
...al, overcome the challenges and build those Fleits after all....
February 3, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...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....
May 9, 2019
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Friday 24th April 2020
...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)....
April 24, 2020
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018
Due Diligence
The Saudi sovereign wealth fund is splashing cash around
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
March 1, 2018
Television
Iflix entrepreneur targets Asia with Netflix-style service
...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...
August 22, 2017
Corporate culture
Kalanick departure leaves scandal-hit Uber’s top ranks vacant
...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...
June 21, 2017
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
US & Canadian companies
Akzo Nobel accuses Elliott of improper conduct in €22bn battle
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
April 12, 2017
Brexit
OQ: Mea Culpa at Sports Direct
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
September 6, 2016
FT AlphavilleBrexit
Opening Quote: Mea Culpa at Sports Direct
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
September 6, 2016
Technology sector
#techFT – Sky scores record €4.6bn sports deal
...al Jazeera’s BeIn Sports....
June 10, 2016
Robert Shrimsley
A letter to an ungrateful world from Google, Apple, Facebook et al
...Yes, that does mean the tax pot shrinks a bit so services are squeezed and the burden of funding public services falls on ordinary workers — but that is only fair since they do not have any better ideas...
February 4, 2016
Smart MoneyStephen Foley
Hedge fund stockpicking tests investors
...Funds may have sold out of Valeant, Apple et al before the rot set in....
January 4, 2016
FT AlphavilleDavid Keohane
Quoth the Zoman: Revenue
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
February 8, 2016
Smart MoneyStephen Foley
Stock pickers fail to shine in downturn
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
October 5, 2015
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015

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