About That Billion-Dollar Dollar Shave Club Acquisition…
Dollar Shave Club and the Disruption of Everything
Great analysis of the rise of Dollar Shave Club and its sale to Unilever.
Dollar Shave Club: How Michael Dubin Created A Massively Successful Company and Re-Defined CPG
An inside look at DSC’s meteoric rise from one of its venture capital investors and board members.
Bit of a hyperbolic headline, but Japan’s newest tweak to its economic stimulus gave a boost to the Yen versus the dollar.
Good summary of why a lot of active managers underperform. Closet indexing, low active share, overly large funds, over diversification.
The metrics by which the Fed determines whether to increase interest rates are improving, but with negative interest rates spreading abroad, is the market really capable of supporting higher rates?
I disagree with his arguments, as it seems it’s a “let’s rationalize this situation” type of argument, but it’s always good to read apposing viewpoints.
Other things I’m reading: