Strategy
- In the long run, fundamentals matter. (albertbridgecapital.com)
- Some classic investing lessons from Ed Thorp. (moontower.substack.com)
Finance
- The SEC has expanded its definition of who is a ‘securities dealer.’ (wsj.com)
- Incentives matter when it comes to capital providers. (chudson.substack.com)
- Where corporations are borrowing. (apolloacademy.com)
ETFs
- Why ETFs may be a better fit for less liquid asset classes. (ft.com)
- ETFs are the future of active strategies. (pionline.com)
- Investor experience with thematic funds is pretty bad. (klementoninvesting.substack.com)
Streaming
- ESPN, Fox and Warner Bros. are teaming up for a streaming sports joint venture. (hollywoodreporter.com)
- YouTube TV now has more than 8 million subscribers. (variety.com)
- Why comfort shows dominate the streaming charts. (hollywoodreporter.com)
- M.G. Siegler, “Netflix did not want to become HBO, they wanted to become television.” (spyglass.org)
Earlier on Abnormal Returns
- Personal finance links: retirement preparedness. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: a disappointing track record. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
- The New York Times ($NYT) added 300,000 paid digital subscribers in Q4 2023. (nytimes.com)
- A lot of those Twitter ads you see are reportedly being purchased with stolen credit cards. (theinformation.com)
- More media companies are pulling back from hard paywalls. (axios.com)
- Too many websites are choked with junk. (spyglass.org)
