Thursday links: the penalty for lateness
MarketsBond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com)Highly shorted stocks are seeing a bid. (giftarticle.ft.com)StrategySix lessons learned from Warren Buffett's investing career including 'Intangible assets are the new competitive moats.' (morningstar.com)Vishal Khandelwal, "View volatility as a fee and mistakes as tuition." (safalniveshak.com)True contrarian investing requires a strong stomach and long time frame. (morningstar.com)IPOsBy all accounts, a SpaceX IPO is really happening. (wsj.com)Fintech Ethos Technologies is going public. (techcrunch.com)Fund managementIndividual investors in private credit funds probably don't understand redemptions limits. (wsj.com)Multistrategy hedge funds are thriving while the rest of the industry flatlines. (advisorperspectives.com)AIAnil Dash, "In coding, AI takes over the drudgery, and lets coders focus on the most human and expressive parts." (anildash.com)The new graduate hiring squeeze is g
Markets
- Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com)
- Highly shorted stocks are seeing a bid. (giftarticle.ft.com)
Strategy
- Six lessons learned from Warren Buffett's investing career including 'Intangible assets are the new competitive moats.' (morningstar.com)
- Vishal Khandelwal, "View volatility as a fee and mistakes as tuition." (safalniveshak.com)
- True contrarian investing requires a strong stomach and long time frame. (morningstar.com)
IPOs
- By all accounts, a SpaceX IPO is really happening. (wsj.com)
- Fintech Ethos Technologies is going public. (techcrunch.com)
Fund management
- Individual investors in private credit funds probably don't understand redemptions limits. (wsj.com)
- Multistrategy hedge funds are thriving while the rest of the industry flatlines. (advisorperspectives.com)
AI
- Anil Dash, "In coding, AI takes over the drudgery, and lets coders focus on the most human and expressive parts." (anildash.com)
- The new graduate hiring squeeze is getting blamed on AI. (ft.com)
- AI is killing the billable hour. (dealbreaker.com)
Entertainment
- If Apple ($AAPL) wanted to, it could upend the television market. (spyglass.org)
- Streamers are pulling back on the number of original shows. (sherwood.news)
- Actors are banding together to push back against AI. (variety.com)
K-shaped economy
- The K-shaped economy visualized. (axios.com)
- Trips to Disney ($DIS) is a perfect illustration of the K-shaped economy. (betterletter.substack.com)
Iran
- More evidence that dissatisfaction with the Iranian regime is widespread. (wsj.com)
- Details are still emerging from Iran about the massacre of Iranian protestors. (newyorker.com)
Earlier on Abnormal Returns
- Longform links: harvesting knowledge. (abnormalreturns.com)
- Personal finance links: controlling what you can control. (abnormalreturns.com)
- Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: an unknowable future. (abnormalreturns.com)
- The U.S. has become a riskier place to do business. (abnormalreturns.com)
- Your favorite [fill in the blank] will close someday. Nothing lasts forever. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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