Category: Stocks
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Fireside Chat with Legends
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Earnings This Week
https://www.kiplinger.com/investing/stocks/17494/next-week-earnings-calendar-stocks *HD, TGT, WMT, WYNN, DE are some of the big ones*
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Leaders of Industry
Wall Street Journal summarizes key strategies of various successful companies, including Chick-fil-A’s focus on small menu items and strict franchise model, Costco’s commitment to low prices and limited product selection, and IKEA’s emphasis on flatpacking and democratic design. Starbucks’ early investment in espresso and mobile app have transformed the company into a global coffee giant,…
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Klarman’s Tabula Rasa
Klarman/Baupost Holdings https://whalewisdom.com/filer/baupost-group-llc-ma
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Amazon Spends
COLUMBUS, Ohio (AP) — Amazon’s profitable cloud business will invest roughly $7.8 billion by the end of 2029 to expand its data center operations in central Ohio cloud computing operations, further advancing the state’s efforts to establish itself as the Midwest’s technology hub. https://apnews.com/article/amazon-aws-ohio-data-center-investment-e35c8b726269b6b78ce05854f9f31d27
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Tom Lee on 2023
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MSFT ATVI Blocked
https://www.reuters.com/legal/us-judge-temporarily-blocks-microsoft-acquisition-activision-2023-06-14/
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Dalio Says STAGFLATION
Dalio Says STAGFLATION Ray Dalio discusses how the problem with the US’s current debt crisis is that the central banks and the commercial banks will have solvency concerns due to government debt holdings. He highlights the trade-off between raising the debt-to-income ratio and balancing interest rates for creditors rather than debtors. He adds that the…
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Druckenmiller on AI
Investor Stanley Druckenmiller shared his concerns about the US national debt and entitlement spending, warning of the strain on America’s GDP and future investment and innovation. He also discussed the potential risks in asset markets, tightening credit, and problems in banks due to the Fed’s encouragement to buy treasuries, and he believes a hard landing…