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
Productivity Gap
The US has remained ahead of the EU in labour productivity since the mid-1980s, with the gap growing between the US and EU in the early 2000s as mass adoption of information technology took off.
Storytelling is a powerful tool in presentations.
It connects ideas to emotions, making lessons memorable. Source: agrassoblog.org
