10 Thursday AM Reads – The Massive Image


My morning practice WFH reads:

Peek Inside America’s Largest Privately Owned Firm: Cargill’s enterprise mannequin has labored for 158 years. Comply with the cash and also you’ll see it ain’t damaged but. (Bloomberg)

Indexing Is Nonetheless the Finest Wager for Traders: Historical past reveals that even in ‘slim’ markets, actively managed funds don’t do as effectively over the long run. (Wall Road Journal) see additionally You May Be Paying Too A lot for That Index Fund: Push towards zero-cost ETFs nears the end line. (Wall Road Journal)

Jehoshaphat Analysis Comes Out of the Shadows: This activist short-seller is a veteran of institutional asset administration. (Institutional Investor)

An oral historical past of the worry index: The Cboe Volatility Index — generally referred to as Vix due to its ticker — turned 30-years-old earlier this yr. However an arguably extra necessary if much less appreciated marker happened 20 years in the past in the present day. (Monetary Instances)

The Geography of Working From Dwelling Begins to Shift Once more: Distant work was nonetheless commonest in 2022 in neighborhoods unusually near the workplace, however that could possibly be altering. (Bloomberg)

Letting Go: Why Promoting is so Exhausting to Do: For long-term traders in high quality companies, deciding to promote down or totally exit an funding will be an agonizing course of. Behavioral biases and personalities can complicate these selections. (Fly Over Shares)

Aisle B, Again: A dispatch from the UK on retail safety providers. (The Fence)

America handed the EV ‘tipping level’ — however many consumers nonetheless need gasoline: As soon as EVs cross 5 p.c of latest gross sales, they typically take over. U.S. hesitation might hinder that. (Washington Put up) see additionally Electrical Automobiles Cross a Essential Tipping Level in 23 Nations: As soon as 5% of latest automobile gross sales go totally electrical, all the things modifications — in response to a Bloomberg Inexperienced evaluation of the newest EV adoption curves. (Bloomberg)

How the fentanyl disaster’ fourth wave has hit each nook of the US: Extra Individuals than ever are dying from fentanyl overdoses because the fourth wave of the opioid epidemic crashes by each group, in each nook of the nation. (BBC)

The Recreation of Their Lives: Each week, a gaggle of former execs gathers for what could also be the very best pickup soccer recreation on the earth. The enchantment is an opportunity to have interaction with the game on their phrases. (New York Instances)

Remember to take a look at our Masters in Enterprise this weekend with Armen Panossian, incoming Co-CEO and Head of Performing Credit score at Oaktree Capital Administration, the place he oversees all performing credit score 2019 at Oaktree. Beforehand, he was at Pequot Capital Administration managing distressed debt technique.


Key Insights on Causes of Loss of life

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