Jason Zweig’s Rules for Investing
“Investigate, then invest.”
Morrisons Checks Out Of Convenience Stores
In almost the completely different direction to the other retailers.
“The chain’s loss-making M Local brand is to disappear after it is sold – at a loss – to allow greater superstore investment.”
Private equity has its price like any other asset
“You’re starting to see the evolution of a proper market rather than this dirty place you went to at the middle of the night.”
Can you be allergic to your Wi-Fi?
The the nocebo effect?
Indonesia’s palm oil production is smoking out its neighbors
“The problem is economics. Once land is planted with oil palms, it’s about the double the value (link in Indonesian) of land that’s merely cleared by fire. And the latter is more valuable than uncleared land.”
Charter: John Malone’s Return to The US Cable Industry
“Malone’s strategy for running a cable company has been remarkably consistent over the years. It is based on five central tenets…“