Strategy
- Five common portfolio mistakes including ‘portfolio sprawl.’ (morningstar.com)
- What do sell-side analysts actually do? (capitalgains.thediff.co)
Companies
- Why Shopify ($SHOP) decided to out of the logistics business. (theinformation.com)
- Restaurant chain Cava ($CAVA) has priced its IPO. (cnbc.com)
- A hit product, like the InstantPot, doth not an enduring company make. (msn.com)
AI
- The story of how Microsoft ($MSFT) became the leader in AI. (bloomberg.com)
- How YouTube could help Google ($GOOGL) with its AI push. (theinformation.com)
- Is there an AI premium for startup valuations? (tomtunguz.com)
- AI-generated junk is flooding Etsy ($ETSY). (msn.com)
Fund management
- How restrictions on the use of ESG data in investing can backfire. (investmentnews.com)
- Amplify ETFs is acquiring ETF Managers Group. (etf.com)
Economy
- The change in weekly initial unemployment claims are are nearing recessionary levels. (bonddad.blogspot.com)
- Why the spread between mortgages and Treasuries are so wide right now. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Longform links: internet sleuthery. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: running out of time. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
