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In a timely article, given Tavel's thoughts on marketplaces outlined above, Sameer Singh looks at what makes platforms unique, specifically focusing on the network effects they have. The 'Inconvenient Fact' Behind Private Equity Outperformance. Tyler Haney Returns to Outdoor Voices With a New Vision - One That Starts With a Female-Led Team.

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This interview with the company's CEO, Scott Farquhar, highlights what Atlassian brings to the table. While the news around COVID-19 tends to revolve around numbers: case counts, GDP, unemployment, etc. What year did isg open their ipo today. Hidden Value Stocks: WCM Focused International Value Interview. History is rife with examples of underdogs prevailing – a trend that has also traditionally held true in the business world (think: "Innovator's Dilemma"). I really felt as though I was ready to launch my own venture. The July 21 edition of Beach Reads featured a Stratechery article that advocated for increased regulation of TikTok, echoing a narrative that had been rumbling in recent weeks that the US should ban the app. Continuing the theme, this short Medium post from Vivek Goyal of Altimeter Capital provides a fresh take on e-commerce platforms.

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And then on the -- tax rate was lower than expected, I guess this one's for Burt, and what was the cause of that, and what should we think about tax rates for Q3, and for the year? This snippet from an interview with a Ferrari former executive compares and juxtaposes the company's capital efficiency and production approach with mass market car producers. Inception Date - October 30, 2019. What year did isg open their ipb image. It was interesting to read this article, from the NYT, that features the challenges Boeing is going through and what new leadership thinks of the situation. WFH has made productivity apps indispensable, with Zoom, Slack and others effectively serving as the connective tissue between individuals who can no longer work together, face to face. Matthew Ball Audio Deep Dive. Both left an indelible imprint on his early development. We did have a tax rate that was a bit lower than what we anticipated in the second quarter.

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International Equity Fund. Overstatement and expectation management be damned - this edition of Invest Like the Best is one of the best podcasts I've ever listened to. On the -- your second part of your question was on -- was it on the gross margins and SG&A, what was it? Just in terms of the mix of kind of how we're working today, remote, et cetera.

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Back on Track: What Leaders can Learn From Ferrari's Approach to the Pandemic. Atlassian's tools helped build today's tech. OK, this isn't a write up of a specific company, but even better: the link includes a bunch of theses! Maybe you play it, or your kids do. One of the most interesting parts of this thesis on Copart is the discussion of the online vehicle auction company's moat. What industry does isg belong to. COVID has accelerated many trends that were already under-way pre-pandemic. If you exclude the mega Facebook IPO from last spring, quarterly IPO proceeds are up 79% year-to-year, according to Renaissance Capital. Arm partners will also benefit from both companies' offerings.

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Chairman and CEO Michael P. Connors to do the honors during today's ceremony marking 15th anniversary of the firm's founding in 2006. Frequent Beach Readers will know that I am a huge fan of the Santa Fe Institute's W. Brian Arthur and believe that his theories on complexity economics have important implications in the world of investing. Lindsell Train - Fund manager interview with Nick Train. The WCM Artist Studio is a collective of innovative thinkers dedicated to pushing the envelope of creativity in the investing world. Meet Bob Chapek, Disney's New CEO. His blog, Musings on Markets, is great. And could you remind us of your acquisition priorities, what the pipeline looks like, and if there's any changes in valuations in the market, given the economic backdrop? Why A High Profile Corporate Career Was The Making Of This Global Entrepreneur. Long time subscribers have likely noticed a number of references to "the Airbnb aesthetic.

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Obviously, we do continue to do work on GovernX and some of other platforms. The Power, Peril, and Plight of The Big Tech. This analysis of Halma, PLC by Woodlock House Family Capital outlines how investors might build a framework for finding other successful roll-up businesses. Lynne joined WCM in 2021; Lynne's primary responsibility is to assist in administering WCM's compliance program. WCM assesses portfolio candidates using fundamental analysis to identify great businesses based on positioning (we seek attractive "runways" for growth), competitive advantages (we insist on durable, strengthening economic moats), and corp. I didn't realize how close the company was to going public prior to the pandemic. And similar question, going forward into Q3, will there be any large deals having an outsized impact or is the demand basically broad-based? During the quarter, we continued to grow our business with a longstanding insurance client. Investors write $345M ‘blank check’ to New Canaan firm. NVIDIA and SoftBank Group Corp. have announced a definitive agreement under which NVIDIA will acquire semiconductor and software design company Arm Limited from SBG and the SoftBank Vision Fund in a transaction valued at $40 billion. The previous edition of Beach Reads gave one author's positive take on Nvidia's ARM acquisition as it pertains to chief executive officer Jensen Huang's ambitions to dominate cloud data centers. The quarter net cash provided by operations was $0. Inception Date - March 31, 2020.

Inside China's controversial mission to reinvent the internet. However, I enjoyed this article from a16z that outlines how to sell into large organizations. Yes, no, I would -- the answer is no, there is nothing else. We don't expect that obviously, we would not expect that to repeat because it was two years in one, which is an unusual thing around COVID, but what I would say, we were a little bit ahead, probably with respect to just offsetting dilution, you saw where our shares are down about 400, 000. Much investment debate about the future of the audio industry has centered on negotiating power. Okay, that's my follow-up but I wasn't positive. Brian joined WCM in 2020; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. We are also working with a major industrial company on $1 million human capital management engagement as they prepare for an upcoming spin-off. It is an astonishing achievement given that Connors built the venture from scratch, however much of that success, he credits to his corporate experience. When Distribution Trumps Product. Australia's iSentia rises over 20 pct on market debut, extends strong IPO run | Reuters. In this second installment of a three-part series about some of the features that make TikTok successful (the first article was highlighted in the Aug. How Nikola Stock Got Torched By A Short Seller. It appears that Ferrari, despite being located in the heart of one of the hardest hit regions in the world, is leading the pack in terms of how to return to business. Spotify: The Ambient Media Company.