Brilliant move by Facebook/Instagram to give users another reason to engage on the platform.

Ep. 100: CEOs Have A Fiduciary Responsibility to Investors – Under Armour, Twitter & Square by TEK2day

Spotify - if successful in executing a Direct IPO - could potentially change the game for investment banks - at least for large Tech IPOs.

The title says it all.

Government entities lack accountability. It is impossible to create a culture of accountability at Amtrak so long as it remains controlled by the Federal Government - regardless of who the CEO is. Amtrak customers/passengers and U.S. taxpayers won't be well-served so long as Amtrak remains under the Govt's thumb. Our solution is to entirely remove the Government from Amtrak's ownership structure.

Ep. 96: Pt. 1 Market Noise that Quant Funds Should Contemplate; Pt. 2 Uber by TEK2day

In light of Oracle's Board authorizing an additional $12 Billion for share repurchases we thought it would make sense to share our view which runs counter to the institutional investor community.

The Three "I"s may be used to help select an Investment Bank similar to how they help select Board members.

It is increasingly important to own content in today's media/ technology landscape. Disney is the winner and Netflix the loser in a Disney Fox deal.

Quick take regarding our perspective of Apple's acquisition of Shazam.