Wednesday links: inherent value
Tadas Viskanta
Abnormal Returns
22 hours ago
2 MIN READ
Markets
- A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com)
- MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com)
- Buyback growth is a global phenomenon. (snippet.finance)
Technology
- It’s easy to forget how much Apple ($AAPL) has cut its share count. (asymco.com)
- Sandisk ($SNDK) is benefiting from the memory chip boom. (ft.com)
- Google ($GOOGL) continues to invest in startups. (news.crunchbase.com)
Data centers
- Push back against data centers is growing in rural America. (wsj.com)
- Elon wants to put data centers into space. (arstechnica.com)
Weight loss drugs
- Eli Lilly ($LLY) is taking weight drug market share. (sherwood.news)
- Pfizer ($PFE) has a viable entry into the weight loss drug market. (cnbc.com)
Washington Post
- Jeff Bezos, one of the richest men in the world, is gutting the Washington Post, including its sports department. (frontofficesports.com)
- It seems Jeff Bezos has grown bored with the Washington Post. (newyorker.com)
- It’s not clear the Washington Post has a workable plan going forward. (semafor.com)
Milk
- American cows make too much butterfat. (theatlantic.com)
- The protein boom is driving whey prices higher. (ft.com)
- Just a reminder, don’t drink raw milk. (nbcnews.com)
Economy
- No matter how you slice it, manufacturing employment is down. (econbrowser.com)
- The Supreme Court’s delay in ruling on Trump tariffs speaks volumes. (paulkrugman.substack.com)
- How tariffs are affecting the farm economy. (econbrowser.com)
Earlier on Abnormal Returns
- Personal finance links: the option to change. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: behavioral inefficiencies. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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