Who has the right business model to survive?
We often confuse disruption with something that's more sustaining to existing businesses.
"Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves." - Peter Lynch
Being profitable is better than being popular.
Uncertainty is our advantage.
Follow the money.
Streaming is playing out according to plan.
AI ads could unlock more cost effective creative for advertisers.
Watch the business, not the stock.
Apple's AI may be "good enough" to destroy a lot of competitors.
Sometimes the simplest answer is the best one: Nothing.
On Holding continues its focus on famous female endorsements.
