scottgalloway
Whitney Tilson’s email to investors discussing seeing red (Scott Galloway on China); year of the unicorn; start-up boom in the pandemic is growing stronger; inside a Silicon Valley billionaire’s divorce; MacKenzie Scott’s money bombs are single handedly reshaping America. Q2 2021 hedge fund letters, conferences and more Scott Galloway On China1) One of the reasons I'm such a fan of NYU marketing professor Scott Galloway is that he writes compellingly about many different topics – he's the opposite of a one-trick pony. A good example is his recent essay about China, Seeing Red, which is both br...
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Whitney Tilson’s email to investors discussing that as lumber prices fall, the threat of inflation loses its bite; the week inflation panic died; the pandemic stimulus was front-loaded; how bad is our company’s product? let us list the ways; advice to grads: be warriors, not wokesters. Q1 2021 hedge fund letters, conferences and more As Lumber Prices Fall, The Threat Of Inflation Loses Its Bite1) I continue to closely follow the debate about inflation: Are we seeing a blip right now, or are we in for a period of sustained, broad-based, high inflation? Below are two interesting articles I've re...
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Whitney Tilson’s email to investors discussing Scott Galloway’s predictions for 2021. Q3 2020 hedge fund letters, conferences and more Galloway's predictions for 2021I'm a huge fan of NYU marketing professor, bestselling author, blogger, and entrepreneur Scott Galloway. I really enjoyed his new book, Post Corona: From Crisis to Opportunity, and this recent 73-minute video he posted in which he reviewed the 14 predictions he made last year (11 of which proved correct), and made new comments and predictions for 2021. Here are the ones that caught my eye (most of which I agree with): Apple (AAPL)...
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