Tuesday links: recursive information
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Conviction
- When should you sell a stock that has gone up a lot? (awealthofcommonsense.com)
- High conviction stock bets work until they don’t. (contessacapitaladvisors.com)
- Three ways to approach a highly appreciated stock. (blairbellecurve.com)
Fund management
- The leverage in 2x ETFs comes at (high) cost. (jeffreyptak.substack.com)
- A look at how target-date funds rebalance over time. (morningstar.com)
- What’s the use case for money market ETFs? (barrons.com)
- On the myth of a ‘stock picker’s market.’ (morningstar.com)
Companies
- How Eli Lilly ($LLY) took the lead on obesity drugs. (axios.com)
- Berkshire Hathaway ($BRK.A) has left money on the table selling Apple ($AAPL) shares early. (barrons.com)
- How Provalus is succesfully hiring and training workers in rural America. (wsj.com)
Amazon
- Yesterday was a great reminder of the importance of Amazon ($AMZN) AWS. (wsj.com)
- Should the U.S. economy be so vulnerable to any single company? (riskgaming.com)
- Amazon ($AMZN) is accelerating its move to replace warehouse workers with robots. (nytimes.com)
- Amazon ($AMZN) delivery contractors are increasingly dropping out due to rising costs. (bloomberg.com)
AI
- OpenAI increasingly looks like a binary bet. (spyglass.org)
- The continued AI boom is dependent on the flow of credit. (axios.com)
- Estimating how much Anthropic (and Cursor) spend at AWS. (wheresyoured.at)
Economy
- A look at the stress that the U.S. agricultural sector is under. (econofact.org)
- What economic data we have already missed. (econbrowser.com)
- How other countries are affected by the U.S. government shutdown. (flowingdata.com)
Earlier on Abnormal Returns
- Research links: the bane of gamblers. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Adviser links: the heart of the matter. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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