Wednesday links: shorting bad actors
Tadas Viskanta
Abnormal Returns
1 week ago
2 MIN READ
Strategy
- Does a dividend growth strategy still work? (morningstar.com)
- Saying no leave you open to future opportunities. (safalniveshak.com)
- The trader matters more than the trade. (allstarcharts.com)
- Shorting stocks is supposed to be hard. (mojo3324106.substack.com)
Crypto
Finance
- ETF providers are filing single-stock filings before companies are even public. (fa-mag.com)
- There are questions about how Polymarket resolves disputed contract outcomes. (bloomberg.com)
Private equity
- Some private equity managers have no interest in disclosing useful data. (wsj.com)
- PE managers are increasingly turning to continuation vehicles to hold onto companies. (bloomberg.com)
Companies
- How AI is going to affect the other 493 companies in the S&P 500. (ritholtz.com)
- American Eagle ($AEO) drove a lot of hype, but saw little impact on sales. (adweek.com)
- Amazon ($AMZN) is rolling out same day perishible delivery in more markets. (cnbc.com)
- What is Chrome worth? (tomtunguz.com)
Restaurants
- The QSR outlets that did best in Q2. (sherwood.news)
- Chipotle ($CMG) and Cava ($CAVA) are jointly working on automation tools. (fortune.com)
- Restaurants are shrinking portion sizes in the age of Ozempic. (nytimes.com)
Housing
- What happens to housing in the next recession? (awealthofcommonsense.com)
- Cardiff Garcia talks with Alex Armlovich about the miracle that is the ROAD to Housing Act. (eig.org)
- Private equity is not to blame for high home prices, and rents. (noahpinion.blog)
- David Frum talks with Glenn Kelman, CEO of Redfin, about the state of the housing market. (podcasts.apple.com)
Economy
- Low-wage workers have seen their leverage erode. (wsj.com)
- Shale operators are pulling back. (advisorperspectives.com)
- There’s no coming back for the BLS. (paulkrugman.substack.com)
Earlier on Abnormal Returns
- Personal finance links: fallible and biased. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: in search of value. (abnormalreturns.com)
- Everything is disruptable, and even if it isn’t, you should act as if it is. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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