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I saw a tweet this morning about Dan Loeb’s Q1 2021 Third Point Investor Letter, which was a very interesting read. I’ve summarized some insights
Biden’s tax plan, Bitcoin’s plunge, global recovery and more.
A slew of mixed fortunes across the tech industry.
Intel, Eli Lilly and more from around the business world.
Big Tech shakes up another industry.
Sometimes I like to compare companies with similar business models to each other – figuring out what gives each one their respective competitive advantage. In
TikTok responds to India’s ban, Intel invests in Jio and a study shows hydroxychloroquine may have an impact on Covid-19.
Apple’s Worldwide Developers Conference may have been forced into a virtual setting this year, but that didn’t stop Tim Cook & Co. from making a
Not my picks or full report, but these are some top ideas from the equity research division of an investment bank for the remainder of