
In a recent podcast, Chris Waller of Plural Investing and Hidden Gem Investing breaks down two high‑profile spin‑offs—GCI Liberty (GLIBK) and Seaport Entertainment (SEG). He explains why rights offerings on spin‑offs, championed by investors like Joel Greenblatt, can be compelling entry points. The discussion highlights insider buying by media mogul John Malone and the strategic relevance of Seaport's Las Vegas stadium to Pershing Square’s portfolio. Waller also outlines risk factors and cost‑cutting opportunities that could shape each company’s performance over the next 12‑18 months.
The holding company that almost no one talks about, yet it might be one of the most efficient compounding engines. RÖKO owns 29 niche, traditional businesses, runs at 21% margins, generates 14.5% returns on capital, and keeps acquiring new companies every...

KeenStack argues that culture, not headcount, is the foundation for scaling global teams. The company hires for a growth mindset, uses the EOS framework to align values, and invests in personal, financial, and professional development. In‑person and hybrid interactions are...

Big‑law partners are increasingly signaling openness to growth through mergers, a shift highlighted by recent high‑profile talks such as Ashurst‑Perkins Coie, Hogan Lovells‑Cadwalader, and Taylor Wessing‑Winston & Strawn. Data from ALM shows a surge in lateral moves whenever merger rumors surface, amplifying market volatility. Firms...

Levi Strauss & Co. faces a federal age‑discrimination lawsuit after terminating senior product‑manager Ajay Kapil, claiming his role was eliminated in a workforce reduction. The filing alleges Levi quickly backfilled the same responsibilities with contractors, suggesting the position was never...
The UAE will roll out a national e‑invoicing system, moving from paper and PDF invoices to structured digital records reported to the Federal Tax Authority. A phased schedule starts with a pilot in July 2026, mandatory compliance for firms with revenue...

Adobe and staffing firm Talentburst are facing a class‑action lawsuit alleging systematic gender pay discrimination and retaliation. Former SMB Licensing Lead Anna Buntger claims women were paid less than men for equal work, that her supervisor made harassing comments and...

Salesforce $CRM is reportedly planning to sell as much as $25 billion worth of debt in order to fund its share buyback plan - Bloomberg
Ed Leamer famously argued “Housing is the Business Cycle”. This paper adds color to that claim by showing monetary policy ⇒ mortgage rates ⇒ house prices ⇒ home equity borrowing ⇒ aggregate demand. Housing also affects fertility, as @JesusFerna7026 noted...

A Fifth Circuit appeals court cleared the path for a class‑action lawsuit against United Airlines, allowing over 2,200 customer‑facing employees who received religious vaccine exemptions to sue collectively. United placed those workers on unpaid leave while permitting non‑customer‑facing staff to...
> “Since last November, 100% of my code has been written by Claude Code. I have not manually edited a single line, shipping 10 to 30 PRs per day.” Boris Cherny, creator of Claude Code, ships 20-30 pull requests per day....

LVMH announced the appointment of a new deputy chief executive officer to head its Beauty division, which includes the Parfums Christian Dior portfolio. The executive will take charge of both Dior’s fragrance line and its cosmetics brands, reporting directly to...

Ran Tellem, the architect of The Mediapro Studio’s international content strategy, is leaving the Madrid‑based studio after steering its rapid expansion since 2019. His exit follows the departures of general manager Laura Fernández Espeso and Disney+ Latin America head Daniel Burman, marking...
Union members of the United Food and Commercial Workers (UFCW) will walk out at JBS’s Swift Beef plant in Greeley, Colorado on March 16 after eight months of contract talks. The union cites unsafe conditions, modest wage offers—under 2% annual...
Vox announced that Stephen Heuser will assume the role of executive editor on March 23, reporting to Editor‑in‑Chief Swati Sharma. He will direct the Politics, Policy & Ideas, Even Better & Lifestyle, and Today, Explained & Explain It to Me...

The PPCSurvey’s new State of PPC report, based on over 1,000 practitioners, reveals that 53% of respondents find managing pay‑per‑click campaigns harder than two years ago, while only 16% say it’s easier. Those who perceive improvement point to automated bidding,...
UWM Holdings raised its 2026 revenue outlook, projecting first‑quarter earnings of $800 million to $900 million and full‑year revenue between $3.5 billion and $4.5 billion, up from its prior Q4 guidance. The company credited recent AI investments for boosting team efficiency and said it...

💸 The State of Ecommerce SEO & AI Search in 2026: What are the shifts, and the top actions to take - My deck from today's presentation at SMX Munich, going through : * Why is fundamental to stop using traffic...

‼️$100 oil prices have a surprisingly modest impact on the US economy: A persistent oil shock through 2027 would push headline inflation up +0.7 percentage points at peak, while core inflation and unemployment each rise just +0.1 percentage points. Real GDP effect...

Marriott Bonvoy rolled out the "Where Gameday Checks In" campaign to ride the March Madness wave, debuting a limited‑run podcast series called "Live From the Bracket" hosted by NBA player Sophie Cunningham and journalist West Wilson. The initiative also includes...
This month’s Corporate Deals to Watch highlights two high‑profile event‑driven opportunities. Paul Hoffmeister examines Six Flags Entertainment’s pending transaction, which could reshape the U.S. amusement‑park sector. Thomas Kirchner analyzes Diana Shipping’s unsolicited takeover bid for Genco Shipping & Trading, aiming...
The Federal Reserve’s March 2026 policy meeting is widely expected to keep the federal funds rate steady, as inflation eases to 2.4% but still sits above the 2% target. Mortgage rates have settled around 6% following the Fed’s recent hold,...
Physicians are being warned that inflation can erode retirees' purchasing power more sharply than for working‑age patients, especially when fixed incomes meet rising healthcare costs. The article outlines how price spikes in prescription drugs, long‑term care, and everyday expenses disproportionately...

The panel explored how trade creditors can manage risk when dealing with financially distressed customers across sectors such as SaaS, food service, and construction. Joe Beatty highlighted rising payment failures and defaults, especially in subscription‑based services and small restaurant operators....

Blair Health, a virtual women’s‑health platform, is tackling a $15 billion annual cost gap where female employees spend 18% more out‑of‑pocket than men. By offering specialist‑level care for a flat $200 per employee per year, the startup claims it can redirect...
SuRo Capital Corp reported a GAAP loss of $0.22 per share for Q4 2025, missing analyst expectations of a $0.20 loss by 10 percent. The venture‑capital‑focused business development company (BDC) specializes in growth‑stage and late‑stage private investments. The earnings miss...
Stayway Holding Group, linked to Lee Fung Fong and Henry Zheng, purchased the 71‑room Senton Hotel in Manhattan’s NoMad district for $27.2 million. The seven‑story property at 39 West 27th Street was sold by Calvin Kamuluddin, with Avison Young brokering the...

Hospitality faces a chronic staffing crisis, with hotel turnover hovering between 70% and 80% annually—far above the 10‑15% national average. Traditional levers such as wage hikes, referral bonuses, and refreshed job ads are no longer sufficient to stem the churn,...
Early in my leadership years I was told the devops team was frustrated and felt disrespected by the dev team (I was director of dev at the time). I was blindsided and took it seriously, researching email/slack conversations, talking to...

Leaders of the American Institute of CPAs, NASBA, CPA Canada and Mexico’s Instituto Mexicano de Contadores Públicos have signed a memorandum extending their mutual recognition agreement through December 31, 2028. The pact, first enacted in 2018, streamlines cross‑border practice for accountants across...

Juicebox, an AI recruiting platform, secured $80 million in Series B funding led by DST Global, with participation from Sequoia, Coatue, Y Combinator and others. Since its Series A, the company has tripled annual recurring revenue and grown to 5,000 customers, claiming up to...

On March 10, 2026, the Federal Reserve announced a closed Board of Governors meeting set for 10:30 a.m. on Tuesday, March 17, 2026. The session, held at the Fed’s Washington, D.C., headquarters and via audio/video link, will be restricted from public observation under...
The chasm has not disappeared in the age of AI. In many markets, it has become harder to cross. Early enthusiasm is easy to generate, but sustained adoption requires focus on the right early customers and a disciplined go-to-market strategy. Looking forward...

A lot of businesses quietly struggled the last few years. Valuations came down. Growth slowed. But few people wanted to call it what it was. A silent recession. GDP technically grew, but inflation grew faster. Now the cycle may be shifting. And the operators positioning today could...
The Israel‑U.S. attacks on Iran have turned the Strait of Hormuz into a virtual no‑go zone, halting shipments of crude, natural gas and key fertilizers. Blocked exports of nitrogen, ammonia and phosphates pushed urea prices 71% to $600 a ton,...

US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
CIOs: Thinking of ditching your SaaS stack to build custom AI apps? Don't fall for the trap. The operational overhead of "AI-first" everything is a hidden budget killer. 💸 Find out where the real value lies: https://t.co/Se537FlJwE #CIO #Cloud #AI #EnSW

Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the...
As of Monday, millionaires are officially paying less taxes than the rest of us. https://t.co/x9lEkEmUoR
Container Shipping Diversions Surge 360% Amid Hormuz Closure. And the inland logistics to move all the loaded and empty containers? Including customs https://t.co/xjirN7c7am
ONE Moves Closer to Controlling Stake in World’s Largest Ship Lessor Seaspan. Poseidon corp. https://t.co/5AykPtXZq6

Reddit absolutely dominates BOFU queries... And it's become the dark funnel for enterprise queries: https://t.co/kBPhUYd3Um https://t.co/pQ7EVmaGLD
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.

The Strait of Hormuz carries 20% of global oil demand. It's still closed. OPEC+ pledged 206K bpd in April. Middle East producers are cutting because storage is full. Supply math doesn't work when the pipe is shut. https://t.co/EMaJvlSk4u
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
Creativity, invention, ideation. • vs - Consistent execution, planning, good decisions. Are they two different modes, or do you have to learn to do both? Or is one actually not that useful?

Last week, Trump threatened to cut off trade with Spain over the use of military bases against Iran. It’s clear he didn’t realize that Spain is 1 of 12 countries for which the US has a positive trade balance. TRUMP = SHOOTS...
When should you update your sales process? In the latest Sales Logic episode, Meridith Elliott Powell and I discuss why great sales teams constantly evaluate results, refine their value proposition, and learn from both wins and losses. Sales success requires evolution. https://t.co/9q5gGoJklf
U.S. Navy escorts its first tanker through the Strait of Hormuz. #corn & #wheat prices follow crude oil lower, but #soybeans hang onto modest gains on hopes we'll get final RVOs from EPA any day, with possible exports to China....

Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA