Wednesday links: inherent value
MarketsA weaker dollar isn't a problem, yet. (awealthofcommonsense.com)MSCI ($MSCI) has put Indonesia's stock market on notice. (ft.com)Buyback growth is a global phenomenon. (snippet.finance)TechnologyIt’s easy to forget how much Apple ($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 centersPush back against data centers is growing in rural America. (wsj.com)Elon wants to put data centers into space. (arstechnica.com)Weight loss drugsEli 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 PostJeff 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 p
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)
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