10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Gen Z falls for online scams more than their boomer grandparents do: The generation that grew up with the internet isn’t invulnerable to becoming the victim of online hackers and scammers. (Vox) see also You’ve Got (Scam) Mail Is everyone being swindled […]
10 Monday AM Reads
My Day of Atonement morning reads: • The Not-So-Magnificent 493: Over the last decade, the revenue of the Magnificent 7 has compounded at 16% a year, while their free cash flow has grown at 13% a year. (Irrelevant Investor) • Why is Rupert Murdoch leaving his empire now? Lachlan Murdoch will be formally in charge of […]
MiB: Armen Panossian, Oaktree Capital Management
This week, we speak with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management, which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. He previously worked […]
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Attention Office Resisters: The Boss Is Counting Badge Swipes: Employers step up monitoring of in-office attendance, though efforts can alienate workers or prove difficult to implement; watching for ‘badge pirates. (Wall Street Journal) see also Why America Has a Long-Term Labor Crisis in Six Charts: While the hot pandemic-era job market […]
10 Weekend Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Dave Portnoy Bought Barstool Back. Can Erika Ayers Badan Keep His Pirate Ship on Course? As Penn pivots from Portnoy’s brand of bro-ish excess to family-friendly ESPN, Barstool is free to be […]
The Least Bad Choice
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so silly, and detached because I know I can’t change human nature. What I can do is share a few modest insights; hopefully, these will allow you to gain a fresh perspective you might not have […]
10 Wednesday AM Reads
My mid-week morning train reads: • 24 Things I Believe About Investing: Simple beats complex, timing matters less than your holding period, and a good strategy you can stick with is vastly superior to a great one you can’t. (A Wealth of Common Sense) • Even a Booming Economy Can’t Save Atlanta’s Office Market: Sunbelt city […]
10 Thursday AM Reads
My morning train reads: • How the Writers Deal Got Done: Inside the Room: From the Chris Keyser-CEO calls that brought them back to the table to the ask that almost derailed the deal, a play-by-play of the final negotiations. (Hollywood Reporter) • The art of keeping it simple, by JPMorgan’s Jan Loeys: “We feel […]
Transcript: Armen Panossian
The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, Google, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business […]
Where’s Everyone Going?
Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist The post Where’s Everyone Going? appeared first on The Big Picture.
