Visualizing the Most Valuable Brands in 12 Countries
At the start of 2024, Apple was found to be the world’s most valuable brand, with a value of $517 billion—a 73.6% increase over the previous year. China may have 20 brands in the top 100, but South Korea’s Samsung trumps it for second place outside of the U.S. with a value of $99 billion. Overall, Asian brands have attained significant value in recent years. China’s TikTok (along with its domestic counterpart, Douyin) is well known all around the world and had a value of $84 billion, while Japan’s Toyota and Saudi Arabia’s Saudi Aramco had brand values of $53 billion and $42 billion respectively. Europe’s most valuable brand is Germany’s Deutsche Telekom at $73 billion, while French luxury fashion house Louis Vuitton had a value of $32 billion. source : visualcapitalist
Smart money has been selling like NEVER before...
The insider transaction ratio spiked to levels unseen since 2023 When this ratio hits is at 20 or above, it's bearish as insiders sell Source. Win Smart
Types of competitive advantage.
Nice pic by Invesquotes thru Brian Feroldi
Worldwide leaders approval rating thru Thomas Wille
G7 leaders rating looks miserable (NB: The President of Switzerland is no longer Alain Berset - Viola Amherd now holds this for the year 2024).
Five Forms of Increasing Returns by MJ Mauboussin - Morgan Stanley
1) Economies of Scale 2) International Trade 3) Learning by Doing 4) Positive Feedback/Network Effects 5) Recombination of Ideas Source: Brandon Beylo on X
F-E-A-R has 2 meanings
Source: Seek Wiser
Warren Buffett loves share cannibals.
"The math isn't complicated. When the share count goes down, your interest in the businesses goes up. Every small bit helps if repurchases are made at value-accretive prices". Source: Koyfin Charts
Shopping online at 2 a.m.?
Americans shopping online after midnight often make riskier transactions and are more likely to default on their loans, according to Affirm. The fintech firm uses the hour a consumer attempts a transaction as a key data point to help determine whether to approve loans. Other factors include a user’s repayment history with Affirm and transaction data from credit bureau Experian. “Human beings don’t make the best decisions at two o’clock in the morning,” Affirm said. “It’s clear as day — credit delinquencies spike right around 2 a.m.” While the data is clear that late-night financial decisions are riskier, the reasons for it are less so. source: cnbc, affirm
