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Financial services
How’s the PE Winter looking?
...Who Cares? Does it really matter if cogs in the billionaire factory are a bit jammed? I mean, sure, private equity dudes care, but should the rest of us?...
April 25, 2024
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...We might transform the question again, from “who cares what happens after Buffett?”...
May 7, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Tesla Inc
Tesla is five times bigger than all the public companies in Texas
...Delaware-incorporated companies are valued at $34tn in aggregate, so Tesla is 1.7 per cent of that total....
February 1, 2024
Tesla Inc
Tesla forced back to drawing board over German expansion plans
...warehouses and a day-care centre....
February 22, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Uber should not want to be consistently in the market; it should not care about reducing the share count for its own sake. It should be focused on using capital where it earns the best returns....
February 27, 2024
The Big Read
Can Elon Musk’s Tesla keep straddling the US and China?
...“The CCP cares a great deal about what is said about itself on X, and it has a track record of leveraging foreign companies’ market access to China for its political agenda,” she says....
May 3, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Coronavirus treatment
Expired Pfizer Covid antiviral drugs set to cost Europe $2.2bn, data shows
...The UK health and social care department said more courses had been used, without offering its own data....
January 1, 2024
FT Magazine
The delivery rider who took on his faceless boss
...About 6,000 trips were logged on UberCheats in total, 17 per cent of which appeared to have been underpaid....
March 15, 2024
Unhedged
Top-heavy markets are normal Premium content
..., and 10 account for 20 per cent of the total....
October 26, 2023
TikTok Inc
TikTok Shop’s troubled UK expansion: staff exodus and culture clash
...“They don’t care about burnout because it is such a big company, they can just replace you. They coast on the TikTok brand.”...
June 8, 2022
Ecommerce
TikTok takes on Shopee and Tokopedia in Asean ecommerce race
...A version of this article was first published by Nikkei Asia on August 4. ©2023 Nikkei Inc. All rights reserved....
August 9, 2023
FT SeriesExtreme renting
Extreme renting: Santorini’s teachers forced to rough it in Airbnb haven
...Airbnb said its service accounted “for a small fraction of total visitors to Europe”, representing just 4 per cent of total travellers to Venice, for example....
August 24, 2023
Unhedged
Core inflation stays down Premium content
...Note, however, that Buffett himself thinks that equating risk with volatility is stupid, and that only suckers care about beta. He talks about this a lot....
August 11, 2023
News in-depthNikkei Asia
How Thai workers became integral to Israel’s economy
...A version of this article was first published by Nikkei Asia on October 18. ©2023 Nikkei Inc. All rights reserved....
October 28, 2023
Taylor Swift
Why is it so hard to work out how much money Taylor Swift is making?
...WaPo’s figures come from an article Cohan wrote for Inc, an American business magazine....
November 2, 2023
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
Capital markets
Now keep an eye on US mortgage REITs
...For example, Annaly Capital Management, the biggest one, had total assets of $81.9bn at the end of 2022....
March 13, 2023
Drug prices
US drugmakers withdraw from NHS pricing agreement as costs soar
...When the NHS’s total branded drug bill exceeds the cap, drugmakers have to pay back the extra revenue. Since the start of the pandemic, the health service has spent significantly more on drugs....
January 16, 2023
The Big Read
Will Apple take a big bite out of the banks?
...“What they care about is something very different from the banks.”...
April 21, 2023
Serious MoneyClaer Barrett
The dark side of retail therapy
...When adjusted for inflation, I expect the final totals will be less than previous years....
December 2, 2022
News in-depthNikkei Asia
Asia’s female financial firepower surges to record highs
...A version of this article was first published by Nikkei Asia on December 5 2022. ©2022 Nikkei Inc....
December 18, 2022
Leo Lewis
Pandemic fails to shift Japan’s attitude to employee wellbeing
...In 2017 — the year in which Dentsu was formally charged over the death of its employee — total average hours worked by Japanese fell by five hours from the previous year, to 1,926 hours....
September 14, 2022
Moral Money
Why BlackRock’s climate challenge is harder than it makes out Premium content
...As Gosling noted, this is an uncomfortable point to make for someone who cares about climate action....
September 9, 2022
News in-depthNikkei Asia
Behind the women billionaires: China receding on gender equality
...A version of this article was first published by Nikkei Asia on December 20 2022. ©2022 Nikkei Inc....
December 28, 2022
Helen Thomas
The Ben and Jerry’s lessons for aspiring prime ministers
...Unilever probably doesn’t care. None of which is to say the company is putting it on. Authenticity is the foundation of great marketing, in ice cream and politics....
July 15, 2022
UnhedgedRobert Armstrong
I’ve got a China rally to sell you Premium content
...By contrast Meta shed 13 per cent of its entire staff, but took care to limit cuts to its unprofitable metaverse unit....
November 15, 2022

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