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...behest of other corporations, is the last company on earth that should lecture anyone on ‘integrity.’”...
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...And you know what, a lot of good people at the SEC agree with me. They won’t say it publicly....
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...These are good questions....
...“It’s just another example of how humans are affecting the planet and it’s a good indicator of the enormity of the problem. The sooner we get away from fossil fuels the better.”...
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...Now and then, it’s good to be reminded that social realism doesn’t have to be a drab meat-and-potatoes affair....
...The risk in that mezzanine category of capital is no longer at the banks. It’s diffused in the market, which is good....
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...The man turned out to be an executive with Huawei in Europe. We talked about 5G, 6G and low Earth orbit satellite communications on the way....
...None was considered good enough to launch as the singular competitor to OpenAI’s model, known as GPT-4....
...Good investing ideas do not arrive very often. It is not surprising that when a fund comes up with one, it wishes to ensure that none of the value creation leaks to anyone else....
...But last year UBS — after it took over its former rival Credit Suisse — set about renegotiating the terms of the Apollo deal, which it felt did not provide good terms for the bank....
...The attraction, from Viavi’s side, is clear. Spirent, which sells equipment to test telecoms networks, is a good strategic fit....
...And that’s generally a good thing because people around the world use it. But it’s missing the mark here.”...
...Shamefully, I knew nothing at all about Tristan da Cunha until I read Vet at the End of the Earth, Hollins’s memoir of tending to animals in these remote and wild places....
...Here is 30 years of the good old price/earnings ratio for the S&P 500, which now sits at 23: But a more granular approach is worthwhile....
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...Peltz is best known for his activist campaigns at consumer goods companies such as Procter & Gamble, Wendy’s and Unilever....
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