Locator: 46194TECH.
Late night reading. Very, very interesting.
- A mutual fund (e.g., BRK) doesn’t need a hoard of cash. But tech companies do.
- More on this tomorrow.
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Other Headlines
Dead: small modular new reactors. Will die on the vine for the same reasons most EV start-ups won't survive. Peter Zeihan.
Falling: Micron.
Amazon: palm reading. Remember Jason Bourne?
Amazon: record-breaking sales in 11-day stretch leading up to and including Black Friday.
Burned out? How to cancel digital subscriptions.
Burning out? ONE cutting 25% of its workforce. A lot packed into that short article.
Supply chain issues? Lego. Link here. This is amazing considering we’re already in a recession (Charlie Munger). I do not ever recall seeing so many Lego sets on backorder. Including the new $629.99 (no typo) Eiffel Tower. The good news: free shipping. And no sales tax if you live in Montana. Will ship by December 11, 2023. The Hogwarts Express is already back to $499.99 after dropping to $399.99 during the Black Friday promotion.Yes, on back order.
Promising: dividends in 2024 — Barron’s.
Energy: anticipate stellar performance in 2024 — Barron’s. This article was posted several months ago.
Renewable energy: investing rout this past year is causing a panic. FT. Link here.
Record: Americans flying.
Delfin Project: update.
Rivian: can it survive five more years?
Boeing: more room to run. Barron's: says another 25%.
UK wind: link here.
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