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Quote of the Day
"Disney, as always, will be selling Disney — it is just getting better and better at it as it more fully integrates its entire value chain."
(Ben Thompson)
Markets
- Stocks are going to fluctuate no matter who is president. (awealthofcommonsense.com)
- While you are paying attention the election, something else is affecting your portfolio. (mebfaber.com)
Companies
- Disney ($DIS) in a reorganization puts an emphasis on its streaming business. (nytimes.com)
- As Prime Day rolls on, Amazon ($AMZN) is gearing up for an even bigger holiday season. (ft.com)
- The story of how Airbnb managed through the pandemic. (wsj.com)
- AMC Theatres is in danger of running out of cash by the end of the year or by early 2021. (variety.com)
- Short-sellers have targeted GSX Techedu ($GSX) to little effect. (wsj.com)
Finance
- Despite a global pandemic, venture capital funds are on track to raise a record amount of capital in 2020. (institutionalinvestor.com)
- The pandemic is accelerating the adoption of contactless payments. (om.co)
IPOs
- Roblox has filed for an IPO. (news.crunchbase.com)
- Softbank's Vision Fund is preparing to launch a new SPAC. (axios.com)
Funds
- Invesco ($IVZ) is launching new flavors of the QQQs including a lower cost version. (wsj.com)
- Blackrock ($BLK) now manages a record $7.4 trillion in assets. (cnbc.com)
Housing
- More indications that Americans are scooping up houses in traditional vacation destinations. (wsj.com)
- Nobody wants to buy a condo in a high rise these days. (chicagobusiness.com)
- Florida home buyers are increasingly aware of the risks of rising sea levels. (nytimes.com)
Global
- Countries in Europe are once again imposing travel restrictions to curb the coronavirus. (wsj.com)
- Vietnam's success against the coronavirus is not a coincidence. (nytimes.com)
Earlier on Abnormal Returns
- Research links: eternal skepticism. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: proactive communications. (abnormalreturns.com)
- Every Friday I send out five links for advisers to help them think a little differently about the world. Sign up now! (newsletter.abnormalreturns.com)
