05/03/2021: Weekly Newsletter
The change in intangible assets was a great read in the Economist this week. It highlighted the growing share of intangible assets as a % of intellectual property, particularly in tech stocks. It also discussed how this has affected how value investing (the famed approach behind Warren Buffet’s empire) has waned throughout this shift.
Money & Crypto
Big Tech revenue growth relative to prior years
Chinese regulators tell tech companies to stop offering financial services beyond payments
The current state of news website subscriptions
Coinbase acquires Skew
Ether breaks $3k
Fidelity launches crypto analytics platform
Tech & Science
COVID vaccine rollout in Africa and Russia and China distribution of vaccines around the world
How should medical patents work during a pandemic?
Testing sewage to map COVID infections
Greenhouse gas emissions set to rise
The changing digital ad space
Etc.
Back to normal…? WSJ analzyes data from apps like Classpass, Tinder, OpenTable, and TicketMaster, to get more insights
♫ The Deep Dive w/ June Diane Raphael and Jessica St.Clair is the podcast I never knew I needed but am so glad its here
Collective, a film about the Romanian health care system that was nominated at the Oscars for both best foreign film and best documentary, lived up to its praises
This is a Robbery was a good binge watch on netflix, covering the robber that occured at th Isabella Gardner Museum in the early 1990s
Currently reading The Splendid and the Vile which is a fanscinating read about the Battle of Britain
Food writer Mark Bittman has a new book
A look into New York City’s trash
Eli Broad passes away
Disclaimer: All opinions are my own. The content on this site and on the podcast does not constitute financial, legal, accounting, tax, or investment advice.
