Thursday links: getting back in
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Strategy
- The stock market is a big distraction to the business of investing. (albertbridgecapital.com)
- Six reasons to avoid hedge funds, including high fees. (blogs.cfainstitute.org)
Companies
- Jamie Dimon is no fan of Institutional Shareholder Services and Glass Lewis. (semafor.com)
- The DEI backlash as seen in corporate filings. (nytimes.com)
- Lego’s operating margins are falling. (sherwood.news)
Apple
- John Gruber, “Apple remains at no risk of financial bankruptcy (and in fact remains the most profitable company in the world). But their credibility is now damaged.” (daringfireball.net)
- Apple ($AAPL) has lost its ability to say no. (om.co)
- Can gaming revive the Vision Pro? (wired.com)
- Andrew Sharp talks Apple’s ($AAPL) AI efforts with Ben Thompson. (sharptech.fm)
Technology
- Google ($GOOGL) owns some 14% of Anthropic. (nytimes.com)
- Intel ($INTC) has a new CEO. Good luck! (spyglass.org)
- It’s easy to forget how big a deal Skype was. (readtrung.com)
Restaurants
- What restaurant owners have learned over the past five years. (eater.com)
- Post-Covid, American restaurants got more productive because customers spend less time inside. (marginalrevolution.com)
- Things from the pandemic that stuck around including restaurant pop-ups. (eater.com)
Economy
- Still no meaningful pickup in weekly initial unemployment claims. (calculatedriskblog.com)
- Producer price inflation has stopped going down. (bonddad.blogspot.com)
- Is $50 oil actually good for the U.S. economy? (ft.com)
Earlier on Abnormal Returns
- Longform links: a fun challenge. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: putting in the reps. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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