Be in the know. 17 key reads for Monday…

  1. After doubts about Alibaba’s future, co-founder Joe Tsai says: ‘We’re back’ (cnbc)
  2. Alibaba chairman Joe Tsai says e-commerce giant is set to bounce back: CNBC (scmp)
  3. Geoff Seeley Joins PayPal as Chief Marketing Officer (paypal)
  4. Investors Flock Back to Biotech After A Long, Cold Spell (wsj)
  5. China de-linking talk is overdone and it’s still key to the global economy, Asian Development Bank says (cnbc)
  6. US Chamber Chief Visits China in Sign of Warming Business Ties (bloomberg)
  7. Jack Ma’s Ant Group piles into fight with Citadel for Credit Suisse’s Chinese business: report (marketwatch)
  8. New Cars Are Becoming More Affordable. That’s Good for Buyers and Auto Stocks. (barrons)
  9. China Is Stockpiling for the Next Phase of the Chip Wars (wsj)
  10. Beijing Needs A Second Act After Rebound In Stocks (zerohedge)
  11. CEOs showing big interest in AI, former AOL CEO says (foxbusiness)
  12. German pharma group finds no unexpected side effects during trial, including at higher doses (ft)
  13. Weight-Loss Drugs Have One Big Problem. These Drugmakers Are Taking It On. (investors)
  14. GM returns to France with fully-electric Cadillac Lyriq (reuters)
  15. China State Firm Sells Bonds to Help Fund LGFV in Rare Move (bloomberg)
  16. China Protest Watcher Says Police Questioning His X Followers (bloomberg)
  17. Opinion: 9 stock tips hiding in Warren Buffett’s latest letter to Berkshire shareholders (marketwatch)

Be in the know. 16 key reads for Sunday…

  1. I Read All 59 of Warren Buffett’s Annual Letters. These Are the Best Parts. (wsj)
  2. ASOS: The Return Grift Is Over (thecut)
  3. March: Historically Solid, but Plagued by Steep Losses in Election Years 1980 & 2020 (almanactrader)
  4. Korean Stocks Have a New Driver: The Government (wsj)
  5. Natural Gas Hasn’t Been This Cheap in Decades (wsj)
  6. Meet the Former CFO Who Thinks He Can Fix Disney (wsj)
  7. He Made $36 Million From LIV Golf. He’s Spending It on Bull Riding. (wsj)
  8. Inside Yo Gotti’s $100 Million Music Empire (forbes)
  9. Dozens Of KFC, Taco Bell And Dairy Queen Franchises Are Using AI To Track Workers (forbes)
  10. 14 Best Beaten Down Stocks To Buy Right Now (insidermonkey)
  11. Weekly Leading Economic Index (advisorperspectives)
  12. Aston Martin’s 2025 Vantage Is A Stylish Speed Demon (maxim)
  13. Nvidia Hardware Is Eating the World (wired)
  14. An oil boom, a property slump and dental deflation (npr)
  15. We Put a Lamborghini Miura in a Wind Tunnel to See How Far Supercar Aero Has Come (roadandtrack)
  16. Lunar New Year Spending Rebounds; China Box Office Record and AI Gives Gifting an Upgrade (alizila)

Be in the know. 15 key reads for Saturday…

  1. Charlie Munger – The Architect of Berkshire Hathaway (berkshirehathaway)
  2. Berkshire Annual shareholder letter (berkshirehathaway)
  3. Buffett calls the late Charlie Munger ‘part older brother, part loving father’ in heartfelt tribute (cnbc)
  4. Bezos, Nvidia Join OpenAI in Funding Humanoid Robot Startup (bloomberg)
  5. “Berkshire now has – by far – the largest GAAP net worth recorded by any American business,” Buffett said in the annual letter. “Record operating income and a strong stock market led to a year-end figure of $561 billion. The total GAAP net worth for the other 499 S&P companies – a who’s who of American business – was $8.9 trillion in 2022.” (bloomberg)
  6. Opinion: Nvidia is the ‘Magnificent One’ now — but these rivals are closing in (marketwatch)
  7. It would not be surprising “if China stocks staged a bit more of a rally here,” Chris Wood, global head of equity strategy at Jefferies Financial Group Inc., wrote in a note this week. “For those investors who have conviction on particular bottom-up stories, it makes sense to add here since stocks are clearly cheap.” (bloomberg)
  8. The Best Technology Stocks to Buy (morningstar)
  9. Undervalued by 40%, This Stock Is a Buy for High-Risk Investors (morningstar)
  10. Michael Mauboussin on increasing returns to scale (ft)
  11. Michael Mauboussin – Pattern Recognition and Public Markets (EP.370) (podcast)
  12. Berkshire Hathaway’s Charlie Munger Was a Journalist’s Dream: He Never Held Back (barrons)
  13. Opinion: The ‘cardboard-box’ recession is over. An out-of-the-box economic recovery is coming. (marketwatch)
  14. A growing number of stocks are joining the market’s rally — even as Big Tech still gets the most attention (marketwatch)
  15. The AI boom of today and the telecom bubble of 1990s share these similarities (marketwatch)