Netflix
Netflix's 46% decline leaves it above a 4% forward free-cash-flow yield, as subscription pricing and a $3 billion advertising business…
Substack
Behind the Balance Sheet
Everything we have picked from this writer, newest first.
Bubbles, a UK Compounder & Ferrari’s Future
Jeremy Grantham says AI has interrupted a bear market and predicts a 50% market decline, drawing on GMO’s study of 27 bubbles.
Winning Cultures, Brutal Truths
Norges Bank’s Winning Cultures conference drew lessons from Ken Griffin, Michael O’Leary and Jamie Dimon on rapid decisions, cost…
