Wednesday links: running out of time
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Strategy
- Investors are suckers for a good growth story. (behaviouralinvestment.com)
- Diversification as ‘survival insurance.’ (safalniveshak.com)
- Investors will only wait so long for a factor to pay off. (klementoninvesting.substack.com)
Finance
- Medline ($MDLN) is the biggest IPO of 2025. (cnbc.com)
- How JP Morgan ($JPM) has transformed their balance sheet. (ft.com)
- Robinhood ($HOOD) is rolling out even more prediction market functionality. (axios.com)
- How prop trading firms entice new users. (bloomberg.com)
Fund management
- Why is the Bluerock Private Real Estate Fund ($BPRE) trading at a big discount to NAV? (giftarticle.ft.com)
- Virtus ($VRTS) is pushing deeper into private markets. (citywire.com)
- Small 401(k) plans typically pay higher fees. Providers have come up with a ‘solution.’ (morningstar.com)
Startups
- Now Amazon ($AMZN) could invest in OpenAI. (techcrunch.com)
- Databricks is reportedly raising capital at a $134 billion valuation. (wsj.com)
- Waymo is looking to raise capital at a $100 billion valuation. (cnbc.com)
Economy
- Keep an eye on involuntary part-time work. (agglomerations.substack.com)
- Employers have no idea what they are getting in new graduates. (theatlantic.com)
Earlier on Abnormal Returns
- Personal finance links: a lack of spending. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: a catchy slogan. (abnormalreturns.com)
- Why RSS still matters. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Private equity is diving deeper into minor league baseball. (frontofficesports.com)
- How the University of Utah’s private equity deal works. (huddleup.substack.com)
- Pickleball companies are merging behind the scenes. (frontofficesports.com)
- Sports leagues and teams want to own their ticketing. (johnwallstreet.com)
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