Articles

Articles

Q&A with William Lazonick

“The power of what I call the ‘value extractors’ has become greater and greater.”

Why General Motors Has Already Lost to Tesla

The numbers tell the story: In the five years from 2012 to 2016, GM spent $16.8 billion on stock buybacks.

The Historical Significance Of Tesla’s Gigafactory

Deep in the Nevada hinterlands, under the scorching desert sun, Elon Musk is quietly building a $5 billion, 5.8 million square foot battery plant that will forever change the auto industry.

Mainframes Are Dirty, The Cloud Is Clean

James Hamilton, Amazon's (AMZN) cloud guru, spoke on stage at the company's annual ReInvent conference in Las Vegas to break the news about the company's path towards sustainability. Hamilton said that Amazon Web Services is vying to have all of its data centers running on 100 percent on renewable energy.

Re-Examining Investing Dogmas: The Case For Active Management

As Howard Marks famously observed, investors must “dare to be great.”

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