Catching back up after two weeks in NY/Sao Paulo. Feels a bit like this. Enjoy!
(i) Market Share: Understanding Competitive Advantage Through Market Power
New Mauboussin drop. And this one too.
(ii) Sara Heston & Peter Kelly – Stanford Search Fund Study – Ep.131
(iii) An Argentinian Mystery: Why is the country out of World Cup stickers?
Essentially a monetary phenomenon. Also see: Atlantico: Latin America Digital Report 2022.
(iv) WSJ: King Charles III Faces Balancing Act on Costs
Seems like the monarchy is likely an overwhelming positive to the UK’s economy. Also see: Chartbook #157: The Bond Market Massacre Of September 2022. And Same energy :)
(v) The Boston Globe: I just learned I only have months to live. This is what I want to say.
Got me choked up at the end.