Monday, April 15, 2024
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10 Friday AM Reads – The Huge Image


My Paraskevidekatriaphobia morning practice WFH reads:

The Pleasure, Hazard, and Unknown of Small-Cap Investing’s Comeback: SouthernSun Asset Administration has waited years for a market as promising as this one for its little-known shares..(Institutional Investor)

Vaults, Ducts, Kitchens: The whole lot Should Go When a Firm Strikes Out: As corporations scale back their workplace footprint to accommodate distant work, they’re turning to decommissioning groups to filter out furnishings, fixtures and gear. (New York Instances)

Investing Crimson Flags: A fast record of frequent warning indicators: A good way to be taught what to keep away from in enterprise and investing is to know what an excellent quick vendor would search for. That is doubly vital as a result of I believe all of us underestimate how frequent enterprise failure actually is. Recall J.P. Morgan discovered that, from 1980-2020, round 40% of the time a concentrated place in a single inventory skilled damaging absolute returns. (Sapient Capital)

Taylor Swift Re-Recorded Albums Into Hits. Can It Be Carried out Once more? Swift started to execute a plan to regain management and within the course of created a radical new blueprint for artists and music possession. The identical month she revealed her preliminary letter, she introduced she would re-record the albums included in that deal. (Bloomberg)

How Rockstar Power Creator Russ Weiner Acquired ‘Addicted’ to Flipping Excessive-Priced Properties: After promoting his firm to PepsiCo, Weiner started shopping for and promoting luxurious actual property in earnest. A take a look at his property portfolio, which incorporates property in Florida, Utah, California and Colorado. (Wall Avenue Journal)

Shitposting, Shit-mining and Shit-farming Three Levels of Platform Decay: This then leads platform executives to discover the thrilling alternatives of shit-mining. Social media generates lots of content material – it’s gotta be precious by some means! Who wants content material moderation for those who can change into a guano baron? However that solely makes issues worse, driving out extra customers and extra advertisers, till ultimately, it’s possible you’ll end up left with a inhabitants dominated by two sorts of customers (a) chumps, and (b) chump-vampirizing obligate predators. (Progammable Mutter)

The Most Harmful Factor in Tradition Proper Now could be Magnificence: You assume I’m loopy, however simply wait and see…. (The Trustworthy Dealer)

How A lot Discomfort Is the Complete World Price? Motion constructing requires a tradition of listening—not mastery of the proper language. (Boston Evaluate)

Who’s afraid of an RFK Jr. impartial run? RFK Jr. has such an odd mixture of views, on a complete host of conspiracy theories, that he’s extra interesting to far-right, libertarian form of voters. I believe he’s extra prone to harm Donald Trump than Joe Biden.” (Washington Publish)

The Drake Lyrics Taxonomy: From Emo Drake to Sexy Drake and every thing in between, include us on a journey as we kind via the rapper’s most well-known traces and personalities. (The Ringer)

You’ll want to take a look at our Masters in Enterprise interview this weekend with Michael Carmen, Co-Head of Non-public Markets at Wellington Administration Firm. The agency was based in 1933, employed John C. Bogle in 1951, and right this moment manages over $1 trillion {dollars}.

 

These Shares Are Screaming Recession. It’s Virtually Time to Purchase Them

Supply: Wall Avenue Journal

 

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