The Friday Roundup - Week 10/2024
A weekly digest of business and technology insights
Business Deep-Dives
Kerrisdale Capital’s short position on Carvana (🇺🇸 Ticker: CVNA), an online used car retailer also known for its multi-story glass tower car vending machines
Eagle Point Capital on Occidental Petroleum (🇺🇸 Ticker: OXY), one of the largest oil producers in the US
The Wolf of Harcourt Street on Sea Limited (🇸🇬 Ticker: SE), a leading global consumer internet company in Southeast Asia
Technology and Investing
CFA Institute: CEO’s Insights - Analyzing Global Earnings Calls at Big Data Scale
Miscellaneous
Lonely Contrarian Divergence by Smead Capital Management
The case for infrastructure by Abrdn
Views From the Floor - Japan Stock Market Record – Why it’s Not Bubble 2.0 by Man Institute
Char of the Week
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