Urbanomics
Tuesday, September 26, 2023
Aswath Damodaran on valuation, VCs, and more
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Excellent interview here and here of Aswath Damodaran where he summarises what he's long argued with eloquence. Some snippets. 1. On ...
Sunday, September 24, 2023
Weekend reading links
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1. Gillian Tett interviews Walter Issacson on the eve of the release of his biography of Elon Musk Do innovators have to be a psychological...
Wednesday, September 13, 2023
Apple as a commoditised luxury brand?
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The Times has an article on the enduring iPhone phenomenon, as its 17th iteration is released. There’s a general rule about consumer electr...
Monday, September 11, 2023
The retreat of orthodoxy and return of prudence
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Consider the following emerging trends. Manufacturing activities are critical for economic growth and should therefore be reshored. Industri...
Saturday, September 9, 2023
Weekend reading links
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1. Chris Giles has three important graphics about trends in the world economy. The first is the rising importance of India so much so that ...
Wednesday, September 6, 2023
Elite capture and woke liberalism
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Michael Anton has an essay in Compact magazine where he makes a pessimistic case for the future based on the trends prevailing in the prese...
Monday, September 4, 2023
Weekend reading links
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1. Times has a very good article that highlights the Faustian bargain Indonesia has struck with Chinese Nickel mining companies - invest, e...
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