The piece warns that the AI sector may be entering a bubble, drawing a parallel to the 2000 dot‑com frenzy highlighted by Super Bowl ads. It points out that AI valuations have accelerated, and investors are now seeing high‑profile marketing like the Claude chatbot spot. To protect portfolios, the article recommends hedging tactics such as diversification, options, and strict exposure limits. It underscores that past tech bubbles collapsed quickly, making proactive risk management essential.

Tetsuya Kudo, a seasoned Japanese broker, announced the shutdown of his Singapore‑based hedge fund and its parent firm Yamawa Asset Management. The fund, launched in 2018, catered to high‑net‑worth Asian investors with discretionary equity strategies. Kudo’s decision follows a period...

Paul Falcone’s book outlines a three‑stage one‑on‑one cadence for new hires, delivering targeted questions at 30, 60 and 90 days. The early check‑ins explore why the employee joined, initial impressions, resource adequacy, and alignment with company mission. By the third...

Hikaru Teramoto, a former portfolio manager at Lighthouse Investment Partners' Penglai Peak, has founded Kizuna Investment in Singapore. The firm will employ a hybrid Japan‑centric long/short equity and ECM strategy, supplemented by non‑Japan research to capture global thematic trends such...

Most founders ask “how do I get a higher valuation?” The answer is boring and kinda annoying. Build a business buyers actually want. > Automate your processes and operations so growth isn’t tied to you. > Improve retention. CAC Be prepared...

your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO

UK firms from Manchester to London are installing rooftop beehives as a wellbeing perk, partnering with specialist beekeepers to offer employees hands‑on nature experiences. Companies claim the hives reduce stress, foster teamwork and provide a tangible sustainability story beyond typical...

Anna Sui is revitalizing her iconic 1990s label by bringing her three nieces into senior roles, with Isabelle as vice president and Jeannie handling visual identity. The brand is leveraging 90s nostalgia, high‑profile collaborations like Old Navy, and Gen Z celebrity...
Training icebreakers are meant to ease participants into sessions, yet many designers misuse them, compromising learning goals. The article outlines seven critical questions to evaluate an icebreaker, covering time allocation, manageability, agenda fit, trust building, fun balance, participant comfort, and...

Rob Arnott argues AI is a genuine technological shift but its market pricing is overly optimistic, likening today’s hype to the 2000 dot‑com boom. He notes AI is already eroding incumbents such as Google’s ad model and cites ChatGPT’s research‑paper...

The UK Budget will cut the upfront income‑tax relief on new venture‑capital trust (VCT) shares from 30% to 20% starting April 2026, prompting a surge in investor demand this tax year. Sales have jumped to £140 million in the past three...

Carabao Energy Drink (CBG TB) is being touted as Thailand’s equivalent to Monster Beverage, trading at roughly 12 times forward earnings. The forward P/E of 12× is well below the global energy‑drink peer average, indicating a potential valuation discount. Carabao commands about...

Tony Blair’s New Labour era introduced a series of fiscal and structural reforms that, according to MoneyWeek, have left lasting scars on the UK economy. Key decisions—including the sale of 40% of the nation’s gold reserves, a windfall tax on...

Food and drink conglomerates are confronting a three‑pronged crisis: GLP‑1 weight‑loss drugs are slashing consumer calorie intake, digital platforms are eroding traditional branding moats, and volatile commodity markets are exposing fragile supply chains. To preserve margins, firms such as Nestlé...

India has overhauled its startup framework, extending deep‑tech status to 20 years and raising the revenue eligibility threshold to ₹3 billion. The change dovetails with a ₹1 trillion Research, Development and Innovation fund and the $1 billion‑plus India Deep Tech Alliance, aimed at easing...

how it feels raising an SPV at 5 and 20 to buy forward contracts on Anduril employee equity https://t.co/XjfQa1Z54u

HMRC opened 3,977 inheritance‑tax investigations in the year to 5 April 2025, recovering roughly £246 million from estates. The rise follows the tax authority’s deployment of artificial intelligence, data‑matching and other big‑data tools to spot under‑payments. A frozen nil‑rate band since 2009, combined...
Boil the Ocean https://lnkd.in/gqrf2J2v

Turkey recorded a historic tourism peak in 2025, welcoming roughly 63.9 million visitors and generating $65.2 billion in revenue. Visitor numbers rose 2.7% year‑over‑year, while tourism earnings climbed 6.8%, surpassing government targets. The market mix featured 52.8 million foreign tourists and 11.1 million Turkish...
The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. Very shareable. But it's a distraction from what's actually happening underneath. Mason...

Investor Kirk Konert said a potential SpaceX IPO this summer could unlock unprecedented capital for the space sector, with the launch expected to raise tens of billions at a valuation above $1.5 trillion. Recent IPOs of Firefly Aerospace and York Space...

President Donald Trump has turned to senior military officials to spearhead high‑stakes diplomatic talks on Iran’s nuclear program and the Russia‑Ukraine war. Admiral Brad Cooper, commander of U.S. Central Command, joined indirect Iran negotiations in Oman, while Army Secretary Dan...

ClearPoint Strategy introduced a data‑backed execution formula—Success = Focus × Ownership × Measurement × Flow × Team—designed to turn static strategic plans into actionable roadmaps for local governments. The model uses a quick 10‑minute diagnostic where each lever is scored...
SaaS valuations have slumped from seven‑to‑eight times revenue to roughly three‑to‑four times as AI tools reshape the sector. AI‑driven coding lets companies replace legacy SaaS with custom apps, eroding lock‑in and pressuring per‑seat pricing. Long‑term revenue durability is questioned, entry...

Meshpoints has unveiled a challenge‑led funding model designed to accelerate Western Australia’s innovation ecosystem. The initiative arrives as the WA government has doubled its Innovation Booster and Commercialisation Bridge grants to $2 million, offering up to $300,000 per project, and 21...
Nigerian‑born entrepreneur Seyi Fabode left GTBank to launch Power2Switch, raising $3 million and later exiting after five years. He subsequently built an IoT water‑sensor startup that raised $4 million before shutting down, and now runs an AI‑driven energy‑infrastructure platform for investors in...

The episode revisits Panda Perspectives' May 2025 deep‑dive on Chinese property developers, evaluating how its thesis—that state‑owned enterprises (SOEs) would outpace privately owned developers (POEs) across balance sheets, funding, land banks, margins, and market share—has held up after nine months. The...

The latest Elliott Wave analysis notes that EUR/USD slipped during the first week of February 2026, testing the 1.1800 support zone. While the pair remains above this level, bullish sentiment persists, suggesting the wave count may still be in an...
Most people diversify across stocks and bonds. But ultra-high-net-worth families diversify across something most people never consider, countries, generations, and legal systems. Let me explain…

In this episode, Ariel Cohen, co‑founder and CEO of Navan (formerly TripActions), discusses the company’s recent IPO, the sharp drop in market cap, and the strategic decisions driving its next phase. He explains why Navan rushed to go public, how...

A TD Cowen note suggests Oracle could sell its health‑tech unit, formerly Cerner, to finance massive AI datacenter spend. The company faces over $500 billion in capital commitments, including a $300 billion OpenAI contract that alone may require $156 billion in capex. To free...
Vlad Tenev: California is killing the golden goose https://lnkd.in/gi_PUuHa
One of my biggest takeaways from talking to @dugsong and @jonoberheide: Market size doesn't matter. They ultimately sold Duo to Cisco for $2.35B, which was bigger than the initial TAM when they started the company.
Evvolve & Partners has launched the Evvolve Circle, an invitation‑only consortium that links family offices and ultra‑high‑net‑worth investors with institutional‑scale private‑market deal flow. The network delivers a confidential framework for shared due diligence, proprietary deal exchange and direct co‑investment across...

Fintech firms are racing to embed AI in customer support, but the biggest risk is eroding trust when high‑risk issues funnel users into endless bots. The article warns that without a clear, reachable human escalation path, incidents like fraud or...
Former McKinsey senior partner emeritus Franck Le Deu has joined Aulis Capital as a venture partner. Aulis, the Hong Kong‑based fund launched by veteran Chinese VC Nisa Le Ung, will back emerging biotech and health‑tech companies across Asia and the West. Le Deu, who...
After four years of falling series A activity, biotech start‑up financing stabilized in 2025. The number of companies raising series A remained flat versus 2024, while total dollars raised increased. BioCentury’s analysis shows a broader revival, with round sizes, investor profiles, and...

The episode explores whether appraisal rights—statutory protections for dissenting shareholders—can be waived or limited through contractual mechanisms such as merger agreement clauses, corporate articles, or shareholder agreements, and how the answer varies between public and closely held corporations. It explains...

Homewatch CareGivers, now operating 302 offices in 43 U.S. states and Latin America, plans to add roughly 40 new locations each year through 2028, targeting markets like Hawaii, Alaska and Maine. CEO Todd Houghton is centering the growth strategy on...

Omega Healthcare Investors reported a stronger‑than‑expected fourth‑quarter 2025, posting EPS of $0.55 versus the $0.49 consensus and adjusted FFO of $0.80 per share, beating estimates. The REIT lifted its 2026 AFFO outlook to $3.15‑$3.25 per share, slightly above analyst expectations....

The piece links Olympic leadership lessons to enterprise risk management, citing two McKinsey studies on gold‑medalist Alistair Brownlee and CEOs as elite athletes. It distills five principles—persistence amid pushback, strategic time‑blocking, focusing on high‑impact risks, incremental innovation, and adaptability—for chief...

Federal agencies such as CISA and the VA are rapidly adopting Network as a Service (NaaS) to replace legacy network infrastructure. By partnering with FedRAMP‑authorized providers like Cisco Meraki and Juniper Mist, they gain cloud‑native agility, scalable security, and AI‑driven...
Here are a few items you should always say "no way" to when structuring an engagement letter with an investment bank: 1. Ongoing monthly retainers Ongoing monthly retainer fees could incent the banker to stretch out the process unnecessarily. Opt...
Today, the only companies getting headlines are tripling year on year. The landscape is ripe with talk of startup vs. incumbent. AI FOMO is real. And… what the heck is RevTech? Join me Monday on Run The Numbers as I...

In this week’s Oil Context Weekly, the host reviews flat crude prices slipping below $68 a barrel after geopolitical chatter between the U.S. and Iran, while noting a modestly backwardated term structure with a "smiley‑faced" futures curve extending to 2027....

The Fourth Circuit vacated a district court injunction, allowing President Trump’s Executive Orders 14151 and 14173 on DEI to remain in effect for federal contractors and grant recipients. The court held that plaintiffs lacked standing to challenge the Enforcement Threat Provision, but recognized...
Toyota announced a 43% drop in quarterly profit and named its CFO, Kenta Kon, as the new chief executive and president effective April. Kon, a veteran with expertise in automated driving, will replace Koji Sato, who will stay on as...
🧔♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest truth: not great)...

Vertical software has fallen 43% this year. DevTools, just 21%. The gap between them, twenty-two percentage points, tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6

$255K in profit from fixing how gyms sell. Live on @acquiredotcom: hardware + SaaS that turns in store visits into guided consults, subs, and recurring revenue for gyms. > $1.16M TTM revenue > $255K TTM profit > 206% YoY growth Full listing: https://t.co/8TlNbA4mqT https://t.co/H2XkQg3xJK