Linkfest: Housing’s long hangover; Shareholder activists; Buffett MIA in Coca-Cola comp vote
Categories: Linkfest
Today’s most shared:
- Housing holds back US economy.
- The case for and against against shareholder activists. One man’s market discipline is another’s short-term focus.
- Is Buffett shirking a fiduciary duty by abstaining on Coca-Cola compensation vote?
- Netflix vs. Comcast on net neutrality.
- Larry Page’s odyssey; Google superstar behind Google+ in sudden exit, possibly presaging major shift for key initiative.
- Is China exporting deflation?
- Difficult case of high profile tech founder who pleaded guilty to charges related to domestic abuse.
Where Are All the Homebuyers?
bloombergview.com
There are a couple of big reasons the housing-market recovery is still weak.
shared by @eisingerj, @UpshotNYT, @Neil_Irwin
bloombergview.com
There are a couple of big reasons the housing-market recovery is still weak.
shared by @eisingerj, @UpshotNYT, @Neil_Irwin
The Housing Market Is Still Holding Back the Economy. Here’s Why.
New York Times
Millions are living with parents or friends and just not setting up households.
shared by reddit/Economics, @MattGoldstein26, @ritholtz, @NickTimiraos
New York Times
Millions are living with parents or friends and just not setting up households.
shared by reddit/Economics, @MattGoldstein26, @ritholtz, @NickTimiraos
Shareholder hacktivists?
Financial Times
Einhorn vs the mystery tech basket. Ubben vs Microsoft and Google. Loeb vs Sotheby’s. Peltz vs Pepsi. Ackman vs HerbAllerMae. Icahn vs… the limits of his own intensity. Activists are getting busier. They’re not always a likeable bunch.
shared by @matt_levine, @counterparties, @moorehn
Financial Times
Einhorn vs the mystery tech basket. Ubben vs Microsoft and Google. Loeb vs Sotheby’s. Peltz vs Pepsi. Ackman vs HerbAllerMae. Icahn vs… the limits of his own intensity. Activists are getting busier. They’re not always a likeable bunch.
shared by @matt_levine, @counterparties, @moorehn
Legal Memo Defends Ackman’s Actions in Allergan Bid
New York Times
shared by @moorehn, @IvanTheK, @EpicureanDeal, @MattGoldstein26
New York Times
shared by @moorehn, @IvanTheK, @EpicureanDeal, @MattGoldstein26
The economist who revealed how media bias works
Quartz
It’s heady company. When he won the John Bates Clark Medal earlier this month, University of Chicago economics professor Matthew Gentzkow suddenly found himself among legends such as Paul Samuelson and Milton Friedman.
shared by @ryanchittum, @MichaelKitces, Reformed Broker, @eisingerj
Quartz
It’s heady company. When he won the John Bates Clark Medal earlier this month, University of Chicago economics professor Matthew Gentzkow suddenly found himself among legends such as Paul Samuelson and Milton Friedman.
shared by @ryanchittum, @MichaelKitces, Reformed Broker, @eisingerj
Warren Buffett, Coca-Cola and the Not-So-American Dream
Institutional Investor
Warren Buffett’s decision to abstain from voting against Coca-Cola’s management compensation plan isn’t just irresponsible, it’s un-American.
shared by @JacobWolinsky, @ReformedBroker, Reformed Broker, @footnoted, @abnormalreturns
Institutional Investor
Warren Buffett’s decision to abstain from voting against Coca-Cola’s management compensation plan isn’t just irresponsible, it’s un-American.
shared by @JacobWolinsky, @ReformedBroker, Reformed Broker, @footnoted, @abnormalreturns
Suspicion grows that China is exporting deflation worldwide by driving down yuan
The Telegraph
The Chinese Yuan weakened yet again this morning, punching through the key line of 6.25 against the dollar. It is almost back to where it was two years ago. This is the biggest story in the global currency markets.
shared by @EconBrothers, @GTCost, @Convertbond, reddit/Economics
The Telegraph
The Chinese Yuan weakened yet again this morning, punching through the key line of 6.25 against the dollar. It is almost back to where it was two years ago. This is the biggest story in the global currency markets.
shared by @EconBrothers, @GTCost, @Convertbond, reddit/Economics
Netflix: The Case Against ISP Tolls
netflix.com
Welcome to the Netflix blog for US & Canada – The home of opinion and thoughts on the latest technologies, services, and devices for the world’s leading Internet subscription service for enjoying movies and TV shows.
shared by @firstadopter, @newsycombinator, @Techmeme, @AntDeRosa
netflix.com
Welcome to the Netflix blog for US & Canada – The home of opinion and thoughts on the latest technologies, services, and devices for the world’s leading Internet subscription service for enjoying movies and TV shows.
shared by @firstadopter, @newsycombinator, @Techmeme, @AntDeRosa
Comcast Response to Netflix
comcast.com
Comcast brings together the best in media and technology.
shared by @firstadopter, @TheStalwart, @newsycombinator, @Techmeme, @JacobWolinsky
comcast.com
Comcast brings together the best in media and technology.
shared by @firstadopter, @TheStalwart, @newsycombinator, @Techmeme, @JacobWolinsky
The Untold Story Of Larry Page’s Incredible Comeback
Business Insider
One day in July 2001, Larry Page decided to fire Google’s project managers. All of them.
shared by @M_C_Klein, @ritholtz, @delong, @abnormalreturns, @marketfolly
Business Insider
One day in July 2001, Larry Page decided to fire Google’s project managers. All of them.
shared by @M_C_Klein, @ritholtz, @delong, @abnormalreturns, @marketfolly
Google+ Head Vic Gundotra Leaving Company
recode.net
The high-profile and powerful exec at the search giant will leave immediately, but has no plans to land elsewhere as yet.
shared by @StKonrath, @AntDeRosa, @PreetaTweets, @howardlindzon
recode.net
The high-profile and powerful exec at the search giant will leave immediately, but has no plans to land elsewhere as yet.
shared by @StKonrath, @AntDeRosa, @PreetaTweets, @howardlindzon
Google+ Is Walking Dead
TechCrunch
Today, Google’s Vic Gundotra announced that he would be leaving the company after eight years. The first obvious question is where this leaves Google+,..
shared by @kevinroose, Naked Capitalism, @MichaelKitces, @pkedrosky
TechCrunch
Today, Google’s Vic Gundotra announced that he would be leaving the company after eight years. The first obvious question is where this leaves Google+,..
shared by @kevinroose, Naked Capitalism, @MichaelKitces, @pkedrosky
It’s time for RadiumOne’s abusive CEO to go
Fortune
RadiumOne is planning to go public soon. It shouldn’t have a domestic abuser in charge.
shared by @kevinroose, @counterparties, @eisingerj, @Megan
Fortune
RadiumOne is planning to go public soon. It shouldn’t have a domestic abuser in charge.
shared by @kevinroose, @counterparties, @eisingerj, @Megan
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