Selected Reads

Smartkarma

Equity Bottom-Up

This week, we’re revisiting an episode from earlier this year. Apple has spent two decades and billions of dollars building a massive supply chain for its products. At the centre of that operation is China. But as Beijing has become more authoritarian and relations with the US sour, it has become harder for Apple to do business there. The company has been signalling recently that it will diversify away from the country, but the FT’s Patrick McGee explains why cutting ties will be extremely…

The great supply chain disruption caused by the coronavirus pandemic scrambled the shipping system across the Pacific.Although mostly over, the turmoil has led to alterations in the way the global economy functions. One such change can be seen in Mexico, where companies from China are increasingly setting up shop.Guest: Peter S. Goodman, a global economics correspondent for The New York Times.Background reading: Alarmed by shipping chaos and geopolitical fractures, exporters from China are…

A once-prominent South Carolina attorney, Alex Murdaugh, faces a trial for the murders of his wife, Maggie, and son, Paul. Craig Melvin reports.<a target="_blank" rel="noopener nofollow" href="https://podcasters.spotify.com/pod/show/andrew-walker260/episodes/Alex-Morris-provides-2023-overview-on-Cable-and-what-makes-Media-so-attractive-e218ij9">Continue listening on Yet Another Value Podcast»</a>

"The media have been feeding us this fake news story about the death of social media. There is absolutely nothing in the data - regardless of what data points I look at, there's nothing in the data that supports the idea that social media is dying. It's the complete opposite. Social media users are growing. The time that we spend using social media is increasing. There is no evidence of the death of social media. So that was a big surprise in there. When you start looking at things like…

US Republicans are picking a fight with some major financial institutions over ESG, or environmental, social and governance investing. That means considering things such as climate risks, labour issues and board diversity when choosing investment funds. The FT’s corporate governance reporter Patrick Temple-West explains why Republicans are upset and what this backlash might mean for the future of ESG.Clips from Fox News, CNBC- - - - - - - - - - - - - - - - - - - - - - - - - - For further…

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The Walt Disney Company is an entertainment company that conducts operations in media networks, studio entertainment, theme parks and resorts, consumer products, and interactive media. The Company produces motion pictures, television programs, and musical recordings, as well as books and magazines.

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