Thursday links: an adversarial relationship
Tadas Viskanta
Abnormal Returns
6 hours ago
2 MIN READ
Markets
- A look at weakness in the Mag 7 stocks. (trendlabs.com)
- Why prices never land on fair value. (mrzepczynski.blogspot.com)
Startups
- A look at the potential valuation of SpaceX at IPO. (sherwood.news)
- What happens when a CEF, full of startups, trades at a big premium to NAV? (morningstar.com)
OpenAI
- OpenAI’s business strategy has been ‘haphazard’ at best. (theatlantic.com)
- OpenAI is buliding “an autonomous AI research intern.” (technologyreview.com)
- Why Sora failed. (spyglass.org)
Gambling
- The speed with which gambling has ripped through society is shocking. (derekthompson.org)
- Gambling thrives on the fear of being left behind. (kyla.substack.com)
- How gambling shows up in worse credit outcomes. (libertystreeteconomics.newyorkfed.org)
- A firsthand account of someone who left the gambling industry. (defector.com)
Media
- Netflix ($NFLX) is raising subscription prices (again). (variety.com)
- Some veteran podcasters are calling it quits. (wsj.com)
- The bloom is off the reality TV rose. (nytimes.com)
Economy
- Jobless claims are still not on the rise. (bonddad.blogspot.com)
- War isn’t good for economic uncertainty. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: a policeman on the take. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: inside the slowdown. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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