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Royal Mail
Royal Mail owner rejects £4.5bn takeover bid from Czech billionaire Křetínský
...“Handing over the ownership of one of the UK’s most prestigious institutions to a foreign equity investor cannot be right,” said David Ward, general secretary of the CWU....
April 17, 2024
ReviewVisual Arts
Nari Ward, Milan review — Harlem detritus turned into supermassive sculptures
...The Madonnas and Children that adorn the walls of “Super Stud” come from the catalogue of Robert Lehman’s hefty art collection — which the investment banker bequeathed in its entirety to the Metropolitan...
April 2, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
Are higher rates inflationary? Premium content
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
April 18, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 12, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
FT MagazineRobert Shrimsley
Fun at the airport? Me neither
...at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
March 1, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: The great British bargain show
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
March 26, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Unhedged
What’s wrong with Apple? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
April 2, 2024
Transcript
Transcript: Shopify vs Amazon
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
April 11, 2024
Unhedged
A better bull market? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
March 7, 2024
FT MagazineRobert Shrimsley
A cunning plan to save the planet and museums all at once
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first Letter in response to this column: Da Vinci is wrong target for climate protest ire / From Bruce Couchman...
February 2, 2024
Houthi movement
Crew abandons ship in most damaging strike yet by Yemen’s Houthis
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
February 19, 2024
Unhedged
Aswath Damodaran: ‘Investing is an act of faith’ Premium content
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
March 15, 2024
Unhedged podcast15 min listen
Shopify vs Amazon
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
April 11, 2024
FT Live
FTWeekend Festival
Where the FT Weekend paper comes to life
Saturday, 7 September London, UK
HM Revenue & Customs
‘Something that never leaves you’: Pension scam victims fear a new tax hit
...Ward, who lives in Spain, did not respond to a series of questions posted to him on the social media platform X....
January 5, 2024
Houthi movement
Three killed in Houthi attack on cargo ship off Yemeni coast
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
March 7, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
March 22, 2024
FT MagazineRobert Shrimsley
When AI-powered means rebranded rip-off
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
January 19, 2024
Transcript
Transcript: Three markets, three highs
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
February 27, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
February 28, 2024
Unhedged
How fast can Big Tech grow? Premium content
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
November 29, 2023
Transcript
Transcript: How not to pick stocks
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
February 8, 2024
Unhedged
Where are the cheap stocks? Premium content
...Stocks with low P/E ratios relative to their expected growth rates are rare....
January 10, 2024
Life & Arts
FT Weekend Quiz: David Bowie, Hillary Clinton and ‘Peaky Blinders’
...What kind of vessels were the Robert E Lee and the Natchez, which took part in a celebrated race on the Mississippi in 1870?...
March 29, 2024

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