Showing posts with label Strategy. Show all posts
Showing posts with label Strategy. Show all posts

2019-03-29

Dividend Investing - How It Works (video)

Dividend Investing - How It Works

Dividend investing may not be as popular as it used to be, but investors looking for a low-risk investment strategy might want to pay more attention. Remember the "Bank pays you dividend of $50" card from Monopoly? A dividend is a portion of a company's profits paid out to shareholders on a quarterly basis. As long as you own the stock you'll continue to get paid and over time these regular payments add up. CNBC video above published Feb 27, 2019


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2019-01-16

Amazon $AMZN Playbook's Strategy for Alexa & Alexa Skills (video)

Amazon Playbook: Strategy for Alexa

L2inc.com video above published Jan 10, 2019: There are almost 25 million US households with an Amazon Alexa device. Here's how your brand can take advantage of Amazon's voice platform.
Amazon's Alexa is the voice-activated, interactive AI bot, or personal assistant, that lets people speak with their Amazon Echo, Echo Dot and other Amazon smart home devices. ... But Alexa Skills are apps that give Alexa even more abilities, letting her speak to more devices even websites--gearbrain.com.
Alexa Skills (Google SERP)

Amazon.com search:

Domain: developer.amazon.com/alexa


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2018-09-17

HBO vs Netflix, LVMH vs Amazon, iOS vs Android (video)

HBO vs Netflix

L2inc.com video above published Sep 13, 2018: HBO execs have proposed moving to a Netflix strategy. This is a terrible mistake says Scott Galloway.

Editor's noteBoutique vs Big:
  • HBO vs Netflix
  • LVMH vs Amazon
  • Mercedes vs Toyota
  • Emirates vs Southwest Airlines
  • iOS vs Android

Transcript (auto-generated):
00:01 from the age of 25 to 40 i lost the
00:05 capacity to cry not once not when people
00:08 close to me passed away not when things
00:10 move me just couldn't do it for some
00:12 reason as a matter of fact the only time
00:14 I ever really felt anything I mean
00:17 really felt something between the ages
00:19 of 25 and 40 was when I was under the
00:21 influence of media specifically
00:25 television a hundred years from now TV
00:27 will be recognized as the defining art
00:29 form of our age when Michael realizes is
00:32 on the bus that killed his father Claire
00:35 reviewing her life as she is about to
00:38 pass anything with Hank from the Larry
00:40 Sanders show I will be your champion
00:43 Game of Thrones the original gangster
00:46 Sopranos a mob soldier perusing photos
00:50 of him and his family at the shore
00:51 before he hangs himself what do most of
00:53 these shows have in common three things
00:56 one h-2b and 300 HBO changed the
01:03 television landscape full stop yes they
01:05 should have seen Netflix coming but
01:07 Netflix similar to Amazon and other
01:09 unicorns was able to execute on a
01:11 strategy that HBO's parent company Time
01:13 Warner could not specifically cheap
01:16 capital without pressure for
01:18 profitability Jon stanky the new head of
01:21 Warner entertainment and by the way a
01:22 Bruin grad can't be all bad recently
01:25 addressed his troops at HBO and
01:27 described a future in which HBO would
01:29 increase its subscriber base and their
01:32 viewing hours to pull it off according
01:34 to mr. stanky HBO would have to come up
01:36 with more content and transform from a
01:39 boutique operation to something bigger
01:41 and broader in short become more Netflix
01:44 ish this was a big mistake and will kill
01:47 what is unique and special about HBO to
01:50 move HBO to an Netflix like strategy is
01:53 to walk into the MU say - or say and
01:55 announce we need to scale this makes no
01:58 sense the most efficient way to process
02:00 information binary zeros and ones and
02:02 the entire consumer sector is
02:04 bifurcating there's Amazon at zero
02:06 there's Gucci at one LVMH is at lunch
02:09 hmm is at zero in the mass category
02:12 Mercedes Toyota
02:13 blue and Southwest Airlines and then
02:15 Emirates and Qatar at the top they
02:18 survive and prosper while Delta American
02:21 United and Sears or anyone else in the
02:23 middle gets run over
02:25 we're also bifurcating as a society
02:27 we're turning into a country of three
02:28 hundred and fifty million serfs serving
02:31 three million Lords iPhones only command
02:33 18% of the market but garner 87 percent
02:38 of the profits HBO is iOS garnering not
02:41 only awards but billions in EBIT - every
02:43 year despite spending less on original
02:46 content mr. stanky is taking unnecessary
02:48 even reckless risks with a unique
02:50 process and culture and is in danger of
02:52 killing what is really special about HBO
02:55 HBO and Disney are the only firms over
02:57 the last several decades that have
02:59 managed to create a process and a
03:01 culture for pulling off the impossible
03:03 scaling creativity they attract or
03:06 maintain the not so secret sauce and
03:08 media a list talent HBO should be the
03:11 prize for switching from Verizon to AT&T;
03:13 where the handset messaging and apps can
03:16 molest people's data and pitch marketers
03:18 on there we're number three strategy to
03:21 summarize its Amazon and LVMH southwest
03:24 and Emirates iOS and Android Chipotle
03:28 and Chipotle that's right we're due for
03:32 some near Mexican fare the Big Dawg
03:34 would like to hang out and here's my
03:36 invitation of Romelu Lukaku the english
03:39 striker from Belgium he and I would just
03:42 get along we're in the line he gets a
03:44 burrito bowl I go pulled pork and boom
03:47 they say to him guacamole or cheese on
03:50 your burrito bowl mr. Lukaku and I step
03:52 and I say yes because that's how me and
03:57 Lulu that's what I call him cuz we roll
04:00 that way he calls me Scott this could
04:04 happen we'll see you next week
04:07 [Music]

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2018-09-11

September Investing & Trading Strategies (video)

Morning Jolt from TheStreet.com:

Investing Strategies: TheStreet.com's "Morning Jolt" video above published Monday morning Sep 10, 2018, discusses Alibaba $BABA, Apple $AAPL, and other issues.

Note: Monday, Sep 10, 2018 4:04 p.m. EDT--S&P 500, NASDAQ break 4-day losing streak as tech shares rebound | marketwatch.com.

NASDAQ Composite
So far in 2018, the S&P 500 has gained +7.6%, the Dow is up about +5%, while tech-centric NASDAQ is now up nearly +15% in the first nine months of the year.

September Trading Strategies

Trading Strategies: September historically has been a rough time for the markets with the S&P500 clocking a 0.5% average decline during the month since 1950, according to data from LPL Research. But will stocks buck the trend this year and continue to reach new heights as they did in August? Stocks traditionally post declines in August as well, but this year, the S&P 500 clocked a 3% gain during the month.

On September 25-26, a closely watched Federal Reserve meeting is expected to issue another interest rate hike announcement. Investors will also be watching trade negotiations between Canada, China and the EU.

TheStreet.com video above was streamed live Sep 6, 2018, and features:
•Kristina Hooper, chief global investment strategist, Invesco
•Alicia Levine, head of investment strategy, BNY Mellon
•Ann Miletti, senior portfolio manager, Wells Fargo Asset Management
•Brian Levitt, senior investment strategist, OppenheimerFunds


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2018-09-10

Warren Buffett On The 2008 Financial Crisis (video) & Investing

Warren Buffett Explains the 2008 Financial Crisis

A decade after the financial crisis, billionaire investor Warren Buffett explains what was behind the 2008 mayhem, what we can do to limit the damage and opportunities missed last time. Wall Street Journal (wsj.com) video above published Sep 6, 2018.

Why Warren Buffett Said No to Lehman and AIG in 2008

Warren Buffett’s Berkshire Hathaway is famous on Wall Street for having the cash to make deals happen, even during a crisis. But in 2008, he turned down both Lehman Brothers and AIG when they asked for help. In an interview with WSJ, he explained why. Wall Street Journal (wsj.com) video above published Sep 7, 2018.

Warren Buffett's famous advice to investors and his wife's trustee:
"Most investors, of course, have not made the study of business prospects a priority in their lives. If wise, they will conclude that they do not know enough about specific businesses to predict their future earning power. I have good news for these non-professionals: The typical investor doesn’t need this skill. In aggregate, American business has done wonderfully over time and will continue to do so (though, most assuredly, in unpredictable fits and starts). In the 20th Century, the Dow Jones Industrials index advanced from 66 to 11,497, paying a rising stream of dividends to boot. The 21st Century will witness further gains, almost certain to be substantial. The goal of the non-professional should not be to pick winners – neither he nor his “helpers” can do that – but should rather be to own a cross-section of businesses that in aggregate are bound to do well. A low-cost S&P 500 index fund will achieve this goal.
"That’s the “what” of investing for the non-professional. The “when” is also important. The main danger is that the timid or beginning investor will enter the market at a time of extreme exuberance and then become disillusioned when paper losses occur. (Remember the late Barton Biggs’ observation: “A bull market is like sex. It feels best just before it ends.”) The antidote to that kind of mistiming is for an investor to accumulate shares over a long period and never to sell when the news is bad and stocks are well off their highs. Following those rules, the “know-nothing” investor who both diversifies and keeps his costs minimal is virtually certain to get satisfactory results. Indeed, the unsophisticated investor who is realistic about his shortcomings is likely to obtain better longterm results than the knowledgeable professional who is blind to even a single weakness.
"If “investors” frenetically bought and sold farmland to each other, neither the yields nor prices of their crops would be increased. The only consequence of such behavior would be decreases in the overall earnings realized by the farm-owning population because of the substantial costs it would incur as it sought advice and switched properties. Nevertheless, both individuals and institutions will constantly be urged to be active by those who profit from giving advice or effecting transactions. The resulting frictional costs can be huge and, for investors in aggregate, devoid of benefit. So ignore the chatter, keep your costs minimal, and invest in stocks as you would in a farm.
"My money, I should add, is where my mouth is: What I advise here is essentially identical to certain instructions I’ve laid out in my will. One bequest provides that cash will be delivered to a trustee for my wife’s benefit. (I have to use cash for individual bequests, because all of my Berkshire shares will be fully distributed to certain philanthropic organizations over the ten years following the closing of my estate.) My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard’s [VFIAX or VFINX].) I believe the trust’s long-term results from this policy will be superior to those attained by most investors – whether pension funds, institutions or individuals – who employ high-fee managers."--Warren Buffett, February 28, 2014 (pdf) (emphasis and  links added)
The S&P 500 Index is a major and widely-followed stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ, and meeting other requirements. The S&P 500 is a capitalization-weighted index, associated with many ticker symbols, such as: .INX and $SPX, depending on the market or website.
S&P 500

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2018-06-25

Micro Class on Laddering and Apple's Strategy on Privacy (video)

Prof G Micro Class: Laddering

L2inc.com video above published Jun 21, 2018: Laddering, from cigarette brands to Apple $AAPL, Scott Galloway says smart brands use this brand strategy to one-up their competition.

Sources:
(00:04) Source: “Smoke Gets in Your Eyes,” Mad Men, July 2007. https://imdb.to/2yvu80O
(01:07) Source: Bush-Cheney ‘04, Inc. https://bit.ly/22TVORK
(02:24) Source: “Tim Cook Calls Privacy a ‘Fundamental Human Right’,” Bloomberg Markets and Finance, Jun 2018. https://bit.ly/2IbsC3n

Transcript:
00:01 how do you make your cigarettes we
00:04 breed insect repellent tobacco seeds
00:06 grow it cut it cure it toast it there
00:10 you got it there you go but everybody
00:15 else's tobacco is toasted ... no, everybody
00:17 else's tobacco is poisonous, Lucky
00:21 Strike's is toasted. Well gentlemen I
00:25 don't think I have to tell you what you
00:26 just witness here, I think you do ... In my
00:29 brand strategy course at NYU Stern we
00:31 talked about laddering and it's an
00:33 attempt to D position your competition
00:35 by saying we're this they're this and
00:37 then figuring out what attribute you
00:39 want to talk about that not only
00:40 reflects you in a positive light but
00:42 just as importantly D positions or shed
00:45 your competition in a negative light the
00:47 ultimate laddering and D positioning was
00:49 in 2004 when George Bush's campaign went
00:52 through a series of attributes and
00:53 settled in on that he was resolute even
00:56 when he was wrong he was resolute this
00:58 was the perfect deep positioning of
01:00 Senator Kerry who was seen as a
01:02 flip-flopper this is that ad that one
01:04 George Bush the presidency in which
01:07 direction would John Kerry lead Kerry
01:09 voted for the Iraq war opposed it
01:12 supported it and now opposes it again he
01:15 bragged about voting for the 87 billion
01:18 to support our troops before he voted
01:20 against it he voted for education reform
01:23 and now opposes it he claims he's
01:25 against increasing Medicare premiums but
01:28 voted five times to do so John Kerry
01:30 whichever
01:33 so what does apples key push in terms of
01:36 strategy and communications over the
01:37 last three months its 2d position and
01:40 ladder the rest of big tech the
01:42 Cupertino firm is on a PR tour to
01:44 convince people that unlike its big tech
01:46 brethren its concerned about your kids
01:48 the commonwealth and your privacy Tim
01:51 Cook's privacy is a basic human right
01:54 statement puts a finger squarely in the
01:56 eye of Facebook and Google and was
01:59 convenient because Apple hasn't been in
02:01 the business of collecting data it's a
02:03 little bit like Starbucks saying they're
02:05 worried about offshore drilling it's not
02:06 going to cost them anything to be
02:08 sanctimonious with other people's
02:10 decisions anyways it will be interesting
02:12 to see if Apple's position on privacy
02:15 holds when they start advertising in
02:18 their app ecosystem and their
02:19 advertisers demand the same data on the
02:21 audience they are paying for we see
02:24 privacy is a fundamental human right and
02:27 so to us it's right up there with some
02:31 of the other civil liberties that make
02:35 Americans what they are you as defines
02:38 us as Americans Apple also has said they
02:40 too are looking for a new headquarters [second campus]
02:42 but are not going to engage in a beauty
02:44 contest the results in a win-lose for
02:46 municipalities this is essentially
02:48 sticking their finger in the eye of you
02:50 guessed it Amazon saying hey guys we're
02:53 better than you finally Apple has built
02:55 the most addictive technology for kids
02:57 but at the recent Worldwide Developer
02:59 Conference what took center stage the
03:01 iPhone the home pod no the start with
03:04 safeguards for children's framed as
03:06 digital wellness which includes a
03:07 families page with educational material
03:10 for parents and a downtime app which
03:12 allows parents to put usage limits on
03:14 different installed apps Apple is
03:17 consciously uncoupling from the rest of
03:18 big tech it's a passive-aggressive sure
03:20 so is buying your wife an amazing
03:23 Mother's Day gift and while you're
03:25 saying with that gift I love you you're
03:27 my partner for life you might also be
03:28 saying your gift for Father's Day just
03:31 didn't cut it remember me the guy who
03:33 woke up in the middle of the night to
03:35 feed those little monsters so you could
03:37 head off to Goldman Sachs at 5:30 in the
03:38 morning and be a master of the universe
03:40 which by the way is pretty damn
03:41 emasculating well it's time you stepped
03:43 up with a great gift for
03:45 big dog ruff we'll see you next week I
03:51 can't believe people actually watch that
03:53 stuff
03:55 [Music] Song: “I Woof You” by Heiakim https://bit.ly/2IeAp0A

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2018-06-12

Brynne Kennedy, CEO of Topia, Global Mobility Solutions (video)

Brynne Kennedy, CEO of Topia

Stanford Graduate School of Business video above published May 24, 2018: Topia (domain: topia.com) is a global mobility solution company that supports mobile employees around the world to help address the changing future of work, said Topia CEO Brynne Kennedy. The company is working with their customers to figure out out how to support employees given new technologies that are enabling an increasingly global workforce. "Teams need to form and un-form across borders quickly and repeatedly, and that situation is growing dramatically." During her visit to the Systems Leadership class on May 15, 2018, Kennedy discussed with Lecturer Robert Siegel how Topia will become strategic in helping companies manage their global teams and how Topia's software can be the infrastructure that helps manage this labor transformation.

Topia (formerly MOVE Guides and Polaris) provides global mobility management solutions to move and manage talent, enabling them to work everywhere. Headquarters: London & San Francisco


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2018-04-30

Fintech Startup Revolut CEO on Expansion Plans, Hiring Strategy

 Revolut.com
Revolut CEO on Expansion Plans and Hiring Strategy (video): Nikolay Storonsky, Revolut.com's chief executive officer, discusses the company's global expansion plans and hiring strategy. He speaks with Bloomberg's Caroline Hyde on "Bloomberg Technology" April 27, 2018.
"Your everyday banking alternative. Instant spending analytics, free money transfers, fee-free travel and crypto."--source: Revolut
Revolut Ltd is a digital banking alternative. Services include a pre-paid debit card, currency exchange, cryptocurrency exchange, and peer-to-peer payments.
  • CEO: Nikolay Storonsky
  • Headquarters: London, United Kingdom
  • Founded: 2013
  • Native client(s) on: Android, iOS
  • Employees: 300+ (2017)
  • Founders: Nikolay Storonsky, Vlad Yatsenko
@RevolutApp


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2017-12-14

What AI Can Do For Hedge Funds, Investors, & Investing (video)

AI Lays Claim to the Future of Investing

Bloomberg.com video above published Dec 5, 2017: Artificial intelligence is laying a claim to the future of investing. Money managers have adopted it as a strategy or research tool. Bloomberg's Nishant Kumar has more on "Bloomberg Markets." See also:
AI: Artificial Intelligence   |   Quant: Quantitative analyst



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2017-11-15

How Postmates Plans to Take on Amazon (video)

How Postmates Plans to Take on Amazon:

Bloomberg.com video above published Nov 8, 2017: Bastian Lehmann, Postmates Inc. chief executive officer, discusses the company's strategy for competing against Amazon.com Inc. He speaks with Bloomberg's Emily Chang on "Bloomberg Technology."

Postmates  (domain: postmates.com) is a logistics company that operates a network of couriers who deliver goods locally. Postmates' competitors include Amazon.com, Uber.com, Lyft.com, Waiter.com.
  • CEO: Bastian Lehmann (2011–)
  • Headquarters: San Francisco, CA
  • Founded: May 1, 2011
  • Motto: "Everyone's Favorite Delivery Service"
  • Founders: Bastian Lehmann, Sean Plaice, Sam Street


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2017-08-07

Maureen Mullen: Understanding Disruption and Innovation (video)

Maureen Mullen - The Innovation Class

Video above published Jul 26, 2017: As Co-Founder and Chief Strategy Officer at L2 (domain: L2inc.com), Maureen Mullen co-authored the L2 Digital IQ Index methodology and oversees L2 Research and Strategy. She has led C-level engagements for L2 members including Procter & Gamble, L’Oréal, LVMH, Nike, Unilever, and many others. Prior to L2, Maureen was a consultant at Triage Consulting Group, where she led managed-care payment review projects for hospitals including UCLA Medical Center, UCSF, and HCA. Maureen holds a B.A. in Human Biology from Stanford University and an M.B.A. from NYU Stern.

The L2 Digital Leadership Academy, led by faculty from NYU Stern, Kellogg School of Management, Harvard Business School, and L2 researchers, is a two-day conference rooted in business fundamentals coupled with tactical sessions on digital topics.

Select slides: Exploiting New Opportunities, Capitalizing on Incumbent Weaknesses





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2017-07-31

The Big Four: Amazon, Apple, Facebook, Google; & The New Rules (video)

Scott Galloway - The Big Four - What To Do:

Video above published Jul 26, 2017: Worth more than $2.3 trillion combined, the Big Four: Amazon, Apple, Facebook, and Google, continue to grab share from media companies, brands, and retailers. Scott Galloway, Professor of Marketing at the NYU Stern School of Business and Founder of L2, showcases how the traditional rules of business don’t apply to the Big Four and identify ways that brands and companies can fight back.

Scott Galloway is a Clinical Professor at the NYU Stern School of Business where he teaches brand strategy and digital marketing. In 2012, Professor Galloway was named “One of the World’s 50 Best Business School Professors” by Poets & Quants. He is also the founder of Red Envelope and Prophet Brand Strategy. Scott was elected to the World Economic Forum’s Global Leaders of Tomorrow and has served on the boards of directors of Urban Outfitters (Nasdaq: URBN), Eddie Bauer (Nasdaq: EBHI), The New York Times Company (NYSE: NYT), and UC Berkeley’s Haas School of Business. He received a B.A. from UCLA and an M.B.A. from UC Berkeley.

The L2 Digital Leadership Academy, led by faculty from NYU Stern, Kellogg School of Management, Harvard Business School, and L2 researchers, is a two-day conference rooted in business fundamentals coupled with tactical sessions on digital topics.

Select slides:

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2017-03-15

LIVE Video Replay: March 15 Federal Reserve FOMC Press Conference

FOMC Press Conference March 15, 2017, 2:30pm ET

Video above published March 15, 2017, by the U.S. Federal Reserve. Chair of the Federal Reserve Board of Governors is Janet Yellen.

On March 15th, the FOMC raised the interest rate by 25 BPS as expected. Federal Open Market Committee statement--excerpt: "In view of realized and expected labor market conditions and inflation, the Committee decided to raise the target range for the federal funds rate to 3/4 to 1 percent. The stance of monetary policy remains accommodative, thereby supporting some further strengthening in labor market conditions and a sustained return to 2 percent inflation."
Graphic: DJIA and S&P500 closed UP Wednesday after FOMC Rate Hike
DJIA and S&P500 closed UP Wednesday after FOMC Rate Hike
FRB: Monetary Policy"Federal Open Market Committee Monetary policy is made by the Federal Open Market Committee (FOMC), which consists of the members of the Board of Governors of the Federal Reserve System and five Reserve Bank presidents. The FOMC holds eight regularly scheduled meetings during the year, and other meetings as needed."
Fed Statement Tracker | WSJ.com: The Federal Reserve releases a statement at the conclusion of each of its policy-setting meetings, outlining the central bank’s economic outlook and the actions it plans to take. Pundits and traders parse the changes between statements closely to see how policy makers’ views are evolving. Use the tool at the link above to compare any two statements since 2007.
@FederalReserve #FOMC:


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2017-03-14

Market Strategist Sees Gold at $1,180 and Oil at $45 (video)

Market Strategist Sees Gold at $1,180 and Oil at $45:

Video above published Mar 10, 2017: In this excerpt from "Futures in Focus," Bill Baruch chief market strategist at iiTrader.com, a Chicago futures and commodities brokerage, examines the gold market ahead of the Federal Reserve's March meeting this week (Mar 14-15) and looks at the price break below $50 in the oil market. He speaks with Bloomberg's Mark Barton  on "Bloomberg Daybreak: Americas."




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2017-02-20

Oaktree Capital's Howard Marks on Cycles, Panics & Valuation (video/audio)

Oaktree's Howard Marks Is Cautious, But Still Investing

Video above: Oaktree's Howard Marks Is Cautious, But Still Investing (February 9, 2017). Howard Marks, co-chairman at Oaktree Capital, discusses his firm's investment strategy and the importance of using caution as an investor in times of market uncertainty. He speaks with Bloomberg's Erik Schatzker on "Bloomberg Daybreak: Americas." (Source: Bloomberg)

Oaktree Capital's Howard Marks on Cycles, Panics & Valuation (podcast audio here): Barry Ritholtz interviews Howard Marks of OaktreeCapital.com, for Bloomberg's Masters in Business (MIB) podcast series. Ritholtz last interviewed Marks in July 2015 for MIB (interview here).

Marks and his partners formed Oaktree Capital in 1995 with a focus on high-yield bonds, distressed debt, private equity, and other credit based strategies. Oaktree currently manages 22 separate debt funds, totaling over $100 billion dollars in assets under management. Oaktree's 17 distressed funds' returns have averaged over 19% per year (after fees) over the past 22 years.

Ritholtz has noted that "Marks had the foresight to set up an 11 billion dollar distressed fund (7B) raising capital from March 2007-08. By June 2008 they had called 12% of it; following the collapse of Lehman Brothers on September 15th 2008, they began putting half a billion dollars per week to work in the credit marks. They finished the year about 70% invested, deploying 6.5 billion dollars by years end."
“All you had to do to make money in the crisis – was have money to spend and the nerve to spend to it. You didn’t need caution, conservatism, risk control, patience selectivity, discipline, any of those things. All you needed was money & nerve. But not all the time, because sometime money and nerve will get you killed. One of the keys to investing is to know which is which.”--Howard Marks
Marks may be best known for his Chairman’s Memos that he has been writing since 1990, noting that he spent the first decade printing them, inserting them into envelopes and physically mailing them off into the world, with zero response. Finally, with his January 2000 letter “Bubble.com,” there appeared to be evidence that people were actually reading them. At Warren Buffett’s urging, Marks wrote the book The Most Important Thing.


Domain Mondo Editor's Note: last MacroView post (Feb 16, 2017) at least for awhile.

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2016-09-05

Interview With Michael Mauboussin, Author of The Success Equation



Barry Ritholtz's Bloomberg View interview with Michael Mauboussin, head of Global Financial Strategies at Credit Suisse. Mauboussin began his career at Drexel Burnham Lambert in the 1980s and also worked closely with Bill Miller, former chairman of Legg Mason Capital Management. He has been an adjunct at Columbia University’s School of Business since 1993.

Ritholtz notes that "the role of luck and randomness in the investing process has fascinated Mauboussin for years. Some of his earlier work looked at problems of cognitive bias and why investors find it so difficult to change their minds, even when presented with overwhelming evidence of error and failure." 

Mauboussin is an author of numerous books on investing, including “The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing”--





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2016-07-12

Fintech Mobile Banking Startups: Number26, Bank Mobile, Simple


Peter Thiel-backed banking startup Number26 raises $40 million to grow into new markets | VentureBeat.com: "Founded out of Berlin, Germany in 2013 by Maximilian Tayenthal and Valentin Stalf, Number26 [number26.eu] offers “mobile-first” bank accounts similar to BankMobile [bankmobile.com] or Simple [simple.com] in the U.S. Originally only available in Germany and Austria, the service later expanded across the EU into Ireland, Spain, France, Greece, Slovakia, and Italy, and today it claims more than 200,000 users."

See also: Mobile-first banks | FinTechRanking.com

Domain names of three mobile banking startups:
BankMobile.com
Number26.eu
Simple.com

Twitter feeds:





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2016-01-23

Nolan Bushnell: Funding Startups, Secret To Successful Mobile Games



The Secret to Successful Mobile Games, According to Atari's Ex-CEO - Nolan Bushnell, *NeoEdge Networks chairman and former Atari chief executive officer, discussed the funding environment for tech startups and the secret to successful mobile games with Bloomberg's Betty Liu on "Bloomberg Markets," November 6, 2015.

*NeoEdge Networks | CrunchBase"Acquired by Double Fusion (which is now closed) on December 14, 2011; Total Equity Funding $10M in 3 Rounds from 4 Investors; Headquarters: Toronto ... NeoEdge Networks is a tech and in-game ad company that enables casual game publishers and developers to deliver TV-like commercials."

Twitter: @NolanBushnell

Re: Mobile Gaming, Startups, Funding, Entrepreneurs, Unicorns, Venture Capital, Monetization Strategy




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2016-01-03

Fortune Roundtable: Where You Should Put Your Money in 2016 (videos)

Where 5 Smart Investors Are Putting Their Money in 2016: Fortune [fortune.com]convened its annual roundtable of market experts to talk about where investors might make money in 2016. The panel included James Chanos, president of $2.5 billion hedge fund firm Kynikos Associates; Kate Warne, investment strategist at brokerage Edward Jones, which oversees $888 billion; Deven Parekh, managing partner at Insight Venture Partners, a tech-focused venture capital firm that has raised over $13 billion; Savita Subramanian, head of U.S. equity and global quantitative strategy at BofA Merrill Lynch, which has $1.9 trillion under management; and Shawn Driscoll, portfolio manager of T. Rowe Price’s $5.2 billion global natural-resources equity strategy. Here are videos of edited excerpts from the discussion. Moderator: Joshua M. Brown, CEO, Ritholtz Wealth Management. 


Here’s Where You Should Put Your Money in 2016 - Published on Dec 9, 2015 ("stay away from healthcare")



Investors Roundtable: The S&P 500 is Flat for the Year - And could be stuck there for a while.


Tech Will Continue its Winning Streak in 2016 - There’s plenty of room for investment opportunity.

Get Ready for $30 Oil - The future of commodities, raw materials, looks grim. 
(source: Fortune)




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2015-11-23

Alibaba $BABA Aims for 50% Revenue Outside China says Jack Ma (video)



Alibaba Aims for 50% Revenue Outside China: Jack Ma - Jack Ma, founder and chairman at Alibaba Group Holding, speaks with Emily Chang about plans for international growth, competition with Amazon, shareholder skepticism, the role of the United States in their business and his focus on the company’s strategy. He speaks on "Bloomberg Markets" on November 11, 2015 (Singles' Day)

Principal domain names:
AlibabaGroup.com
alibaba.com

Alibaba Group’s many businesses include:
  • Taobao Marketplace (www.taobao.com), China's largest online shopping destination
  • Tmall.com (www.tmall.com), China’s largest third-party platform for brands and retailers
  • Juhuasuan (www.juhuasuan.com), China’s most popular online group buying marketplace
  • Alitrip (www.alitrip.com), a leading online travel booking platform
  • AliExpress (www.aliexpress.com), a global online marketplace for consumers to buy directly from China
  • Alibaba.com (www.alibaba.com), China’s largest global online wholesale platform for small businesses
  • 1688.com (www.1688.com), a leading online wholesale marketplace in China
  • Alibaba Cloud Computing (www.aliyun.com), a provider of cloud computing services to businesses and entrepreneurs.

Stock exchange & symbol: NYSE:BABA (see chart below)--
Stock Chart for Alibaba Group $BABA
Stock Chart for Alibaba Group $BABA (source: google.com)
See also on Domain MondoAlibaba IPO One Year Out, A Look Back and Where We Are Now (video) 18 September 2015






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