Simba, it’s the Circle of Life!
Hey there, Tom here filling in for the vacationing Tim this week. Off to a good start, I completely missed yesterday’s post! Here’s what we have been reading and talking about in the halls of Mullooly Asset Management:
Simba, it’s the Circle of Life – if you hang around the industry long enough, the same names keep coming back. Dell considering going public again: (BI)
http://www.businessinsider.com/michael-dell-no-plans-to-merge-soon-to-be-public-dell-with-vmware-2018-7
Perfection is not just the enemy of the good. It’s the enemy of the “ship date.” We wrestle with technology changes ALL the time at MAM, you might too: (Fred Wilson, AVC)
https://avc.com/2018/07/the-final-push/
It’s nearly Independence Day. You know what that means? Wimbledon! Here’s the latest:
http://www.wimbledon.com/index.html
Justin Castelli’s rundown of EBI West: (All About Your Benjamins)
http://allaboutyourbenjamins.com/investing/ebi-west-rundown/
Of course, you should have listened to Justin’s “one question podcast” by now: (AAYB podcast)
http://allaboutyourbenjamins.com/aaybpodcasts/benjamins-podcast-ep-018-project-one-question-ebi-west/
In the UK, they’re concerned about the beer: (Bloomberg)
https://www.bloomberg.com/news/articles/2018-07-03/from-beer-to-pigs-europe-s-food-chain-is-hit-by-co2-crisis
Heads up and be careful – this may be coming to an ATM near you: (Bloomberg)
https://www.bloomberg.com/news/articles/2018-07-02/atm-thieves-hit-the-jackpot
Hedge funds, predatory lending. Put them together and it’s not cool: (The Irrelevant Investor)
http://theirrelevantinvestor.com/2018/07/02/the-sharks-are-circling/
Don’t Answer the Phone. It’s not for you anyway: (WSJ)
https://www.wsj.com/articles/why-there-are-so-many-robocalls-heres-what-you-can-do-about-them-1530610203?mod=hp_lead_pos5
Frank Abagnale (subject of the movie “Catch Me if You Can”) gave a talk at Google last fall. It’s a long video. The first half recaps his story. The second half Q&A gets into some VERY interesting security questions for today. This link brings you right to the Q&A: https://youtu.be/vsMydMDi3rI?t=1673
And it wouldn’t hurt to follow some of these guys on Twitter too:
Michael Batnick: https://twitter.com/michaelbatnick
Justin Castelli: https://twitter.com/jus10castelli
Fred Wilson, AVC: https://twitter.com/fredwilson
