Frequent the business section of your favorite newspaper long enough, and you’ll see mentions of private equity (PE). Q3 2020 hedge fund letters, conferences and more Maybe it’s because a struggling company got bought out and taken private, just as Toys “R” Us did in 2005 for $6.6 billion. Otherwise, it’s likely...
What is the best way to predict success? Q4 2019 hedge fund letters, conferences and more In baseball, the game’s strategy was forever changed when Oakland Athletics traded in the standard scout’s intuition for a data-driven approach. It was a switch that eventually led the team to an impressive 20-game winning...
Tesla has been on a roller coaster ride of market sentiment in recent years, but the electric car company is starting off the new decade on a high note. Q4 2019 hedge fund letters, conferences and more The company is not only America’s most valuable automaker, it’s now worth more than...
Just like in life, markets go through peaks and valleys. The good news for investors is that often the peaks ascend to far greater heights than the depths of the valleys. Today’s post helps to put recessions into perspective. It draws information from Capital Group to break down the frequency...
If you think back almost 12 months, you’ll remember that the markets opened the year with extreme levels of volatility. Q3 2019 hedge fund letters, conferences and more Stocks had just finished the worst year in a decade. Then in early January, Apple cut its earnings guidance after the company had...
Talent and capital are increasingly mobile, so a country’s image and reputation — its brand — can have a big impact on the country’s economic fortunes. Q3 2019 hedge fund letters, conferences and more This is particularly true in smaller nations such as Singapore, Switzerland, and the United Arab Emirates, which...
In this era of fierce competition in the discount brokerage space, scale might be the best recipe for success. Q3 2019 hedge fund letters, conferences and more Charles Schwab has once again sent shockwaves through the financial services industry, announcing its intent to acquire TD Ameritrade. The all-stock deal — valued...
What makes a person healthy, wealthy, and wise? The UN’s Human Development Index (HDI) measures this by one’s life expectancy, average income, and years of education. Q3 2019 hedge fund letters, conferences and more However, the value of each metric varies greatly depending on where you live. Today’s data visualization from...
Humans have long viewed outer space as the final frontier. Q3 2019 hedge fund letters, conferences and more Our thirst for exploration has brought whole nations together to create more advanced technologies─all in the pursuit of discovering the outer reaches of the universe. Today’s infographic from ProcureAM highlights the exciting journey humans...
In the past, the trade between nations was a much simpler matter to grasp. Commodities and a few finished goods moved between a handful of countries in a straightforward way. Q3 2019 hedge fund letters, conferences and more Today, around 6,000 officially classified products pass through the world’s ports, and digital...
Venture capital “mega-deals”—which rake in $100 million or more—have taken off at breakneck speed. A total of 185 were signed by the end of September, setting the pace for a record number of mega-deals in 2019. Q3 2019 hedge fund letters, conferences and more Interestingly, mega-deal counts aren’t the only thing...
Building a brand with an imperishable competitive edge can be difficult. Q3 2019 hedge fund letters, conferences and more Technology companies however, are redefining what that edge means. By hastily responding to emerging consumer needs and leveraging the power of brand, these companies can continuously create meaningful solutions for real problems...
Oil and gas discoveries excite markets and nations with the prospect of profits, tax revenues, and jobs. However, geological processes did not distribute them equally throughout the Earth’s crust and their mere presence does not guarantee a windfall for whatever nation under which they lie. Q3 2019 hedge fund letters,...
What makes a country successful from an economic perspective? Many think of this in terms of GDP per capita—but in a rapidly changing world, our definitions of progress have evolved to encompass much more. Q3 2019 hedge fund letters, conferences and more This animated Chart of the Week visualizes 10 years...
Wealth inequality shows up in a variety of different ways. You can see it in the uneven distribution of millionaires around the world. You can find it in a series of maps we published this time last year, showing the average wealth per adult in each country in the...
The world is awash in data like never before. From a person’s morning Uber ride and favorite coffee spot, to the emails sent from their office—all these activities create massive amounts of data, but also behavioral and investment insights. Q3 2019 hedge fund letters, conferences and more Warren Buffett’s investment style...
Since 1965, it’s estimated over 1.35 million metric tons (MtCO₂e) of greenhouse gases have been released into the atmosphere—and over a third can be traced back to just 20 companies. Q3 2019 hedge fund letters, conferences and more This week’s chart draws on a dataset from the Climate Accountability Institute, and...
An economic downturn is approaching on the horizon. Amid low interest rates and a manufacturing slowdown, industries and investors alike are scrambling to prepare as the window of opportunity closes. Q3 2019 hedge fund letters, conferences and more Banking is no different. After a decade of expansion, the industry is showing...
The Big Five tech giants, or “FAAMG”—Facebook, Amazon, Apple, Microsoft, and Google (Alphabet)—have a combined market capitalization of over $4 trillion. Q3 2019 hedge fund letters, conferences and more These powerful tech behemoths often devour the talent, technology, or entire businesses of aspiring competitors. Given their financial weight, mergers and acquisitions...
Although esports might seem like a relatively new phenomenon, its origins can be traced all the way back to the 1970s. Q3 2019 hedge fund letters, conferences and more It was only in the past decade however, that a wave of technological innovation transformed the entire industry from an underground niche...
From agrarian economy to global superpower in half a century—China’s transformation has been an economic success story unlike any other. Q3 2019 hedge fund letters, conferences and more Today, China is the world’s second largest economy, making up 16% of $86 trillion global GDP in nominal terms. If you adjust numbers...
When we think of network effects, we’re usually thinking of them in the context of technology and Metcalfe’s Law. Q3 2019 hedge fund letters, conferences and more Metcalfe’s Law states that the more users that a network has, the more valuable it is to those users. It’s a powerful idea that...
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