Is Alcohol Consumption in Terminal Decline?
Is alcohol consumption truly declining?
The data behind recent stock price drops in alcohol companies, health concerns, and the potential impact of GLP-1s.
More Thoughts on AVs
Key questions investors must ask about emerging tech like AVs & AI: • Will it increase/decrease your company's relevance? • Can the company's culture adapt? • Are leaders incentivized to care? • How might competitors use it?
Hamilton + Burr = JPMorgan Chase
Without Burr vs Hamilton, we probably don’t get Jamie Dimon. How the famous feud started the path for the formation of JP Morgan Chase Bank.
CEO of WCM Investment Management on Creating a Winning Culture
It’s not the size of the competitive advantage but the direction of the competitive advantage. Paul Black on WCM’s history and how he and his partner went from $200m when they bought the firm to $75 billion in AUM.
The Geo-strategic value of Greenland
For all the recent talk, good and bad, about Greenland, it is helpful to understand why it has come to the forefront in geopolitics.
And this is a good primer on why every major power is trying to hold sway over the island.