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Quote of the Day
"We’ve built platforms for email, video, writing, short fiction, daily updates, chat, discussion, classes…
But what if you don’t have anything to say?"
(Seth Godin)
Strategy
- A look at some underappreciated behavioral biases. (collaborativefund.com)
- Investment returns is just one way of measuring performance. (marketfox.org)
- Is the value premium dead? (evidenceinvestor.com)
Netflix
- Will Netflix ($NFLX) ever monetize its data outside of its paywall? (theconversation.com)
- Eight of the top ten shows on Netflix ($NFLX) are re-runs. (wsj.com)
- Here are three fixes for Netflix's ($NFLX) what to watch problem. (techcrunch.com)
Companies
- Why Apple ($AAPL) will continue to spend money on share buybacks. (aboveavalon.com)
- How Microsoft ($MSFT) has largely sidestepped the Big Tech backlash. (axios.com)
- Microsoft ($MSFT) is now a trillion dollar company. (theverge.com)
Finance
- 2019 will still not alleviate the dearth of IPOs. (techcrunch.com)
- Why China's unicorns are not joining the race to go public. (ft.com)
- Venmo has 40 million active users. (wsj.com)
Shareholder voting
- Should fund managers give shareholders more a say in proxy voting? (institutionalinvestor.com)
- Vanguard is giving outside managers more discretion on shareholder votes. (wsj.com)
Fund management
- Why are institutions so reluctant to give up on hedge funds? (bloomberg.com)
- The growth in smart beta is slowing. (institutionalinvestor.com)
Global
Economy
- Weekly initial unemployment claims sharply jumped last week. (calculatedriskblog.com)
- Why you shouldn't expect an increase in housing supply any time soon. (bloomberg.com)
- How much of income inequality is due to lax anti-trust enforcement? (ftalphaville.ft.com)
Earlier on Abnormal Returns
- Startup links: UI, UX and more. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: mastering cash flow. (abnormalreturns.com)
- Teaching the basics of financial literacy with Tony Isola. (abnormalreturns.com)
