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Hidden Value Gems
Good old days: during 2000-2010, Altria (with declining sales volumes) outperformed still growing Microsoft.
I wonder what stock or sector could be today’s Altria? Could this be Energy or Banks? China, dare I say?
The chart is from Andrew Hunt’s book Better Value Investing (ex Baillie Gifford PM). I read it in one evening. $MSFT $MO #investing
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Good old days: during 2000-2010, Altria (with declining sales volumes) outperformed still growing Microsoft.
I wonder what stock or sector could be today’s Altria? Could this be Energy or Banks? China, dare I say?
The chart is from Andrew Hunt’s book Better Value Investing (ex Baillie Gifford PM). I read it in one evening. $MSFT $MO #investing
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Ben's Bites
today in AI:
1/ Gemini Advanced can now run Python code without having to copy-paste into Colab, or your IDE. You can also edit the code within Gemini’s sandbox.
2/ Adobe announces its own “chat with PDF”. Finally, we covered that @Adobe’s working on one in early December. It’s called AI assistant in Acrobat and launched in beta for paying users. More deets: bensbites.beehiiv.com/p/adob…
3/ Scale AI signs 1 year contract with Pentagon. @scale_AI will help build tools that test and evaluate LLMs and their performance in different domains for defence officials. Our summary: bensbites.beehiiv.com/p/scal…
PLUS: Google just released Gemma! blog.google/technology/devel…
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today in AI:
1/ Gemini Advanced can now run Python code without having to copy-paste into Colab, or your IDE. You can also edit the code within Gemini’s sandbox.
2/ Adobe announces its own “chat with PDF”. Finally, we covered that @Adobe’s working on one in early December. It’s called AI assistant in Acrobat and launched in beta for paying users. More deets: bensbites.beehiiv.com/p/adob…
3/ Scale AI signs 1 year contract with Pentagon. @scale_AI will help build tools that test and evaluate LLMs and their performance in different domains for defence officials. Our summary: bensbites.beehiiv.com/p/scal…
PLUS: Google just released Gemma! blog.google/technology/devel…
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AkhenOsiris
Apple introduced its first sports-specific app Wednesday as the tech behemoth continues expanding its fan offerings.
Apple Sports is primarily a scores app, offering quick access to the status of live events. The app also offers the ability to favorite certain sports and teams or—notably—check out live odds in partnership with DraftKings.
“You can obviously get scores in many places today, but I don’t think anybody is focused and dedicated on the concept of live and making it simple, clean, fast like we’ve done,” Apple SVP of services Eddy Cue told Sportico in a video demonstration and interview. “We’ve spent an incredible amount of engineering on this.”
He added that work on the app has spanned the last year. In particular, developers identified multiple data providers for various sports to ensure high-speed, accurate info delivery.
Any chance $GENI involved?
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Apple introduced its first sports-specific app Wednesday as the tech behemoth continues expanding its fan offerings.
Apple Sports is primarily a scores app, offering quick access to the status of live events. The app also offers the ability to favorite certain sports and teams or—notably—check out live odds in partnership with DraftKings.
“You can obviously get scores in many places today, but I don’t think anybody is focused and dedicated on the concept of live and making it simple, clean, fast like we’ve done,” Apple SVP of services Eddy Cue told Sportico in a video demonstration and interview. “We’ve spent an incredible amount of engineering on this.”
He added that work on the app has spanned the last year. In particular, developers identified multiple data providers for various sports to ensure high-speed, accurate info delivery.
Any chance $GENI involved?
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Ben's Bites
Llamaindex is launching two new features:
1/ LlamaCloud - Managed parsing, ingestion, and retrieval services to build production-grade applications
2/ LlamaParse - State-of-the-art parsing for complex documents with embedded tables and figures blog.llamaindex.ai/introduci…
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Llamaindex is launching two new features:
1/ LlamaCloud - Managed parsing, ingestion, and retrieval services to build production-grade applications
2/ LlamaParse - State-of-the-art parsing for complex documents with embedded tables and figures blog.llamaindex.ai/introduci…
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BizToc
4) Lunar Milestone Achieved —
U.S. private moon lander successfully orbits the moon, marking a significant step in space exploration. #MoonOrbit
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4) Lunar Milestone Achieved —
U.S. private moon lander successfully orbits the moon, marking a significant step in space exploration. #MoonOrbit
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BizToc
3) Mercedes' Stock Buyback —
Mercedes announces a massive $3.2 billion stock repurchase plan as its financial strength grows. #StockBuyback
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3) Mercedes' Stock Buyback —
Mercedes announces a massive $3.2 billion stock repurchase plan as its financial strength grows. #StockBuyback
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BizToc
2) Global Debt Skyrockets —
Global debt hits a staggering new high of $313 trillion, signifying potential financial instability ahead. #GlobalDebt
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2) Global Debt Skyrockets —
Global debt hits a staggering new high of $313 trillion, signifying potential financial instability ahead. #GlobalDebt
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BizToc
📰 BizToc.com Hourly News Flash
1) Walmart's Big Tech Play —
Walmart acquires billion-dollar tech firm, aiming to enhance shopping experience and customer delight. #WalmartAcquisition
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📰 BizToc.com Hourly News Flash
1) Walmart's Big Tech Play —
Walmart acquires billion-dollar tech firm, aiming to enhance shopping experience and customer delight. #WalmartAcquisition
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BizToc
4) Dubai Real Estate on Record Rally —
Dubai's real estate market hits new heights, with residential transactions soaring in 2023. #RealEstate
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4) Dubai Real Estate on Record Rally —
Dubai's real estate market hits new heights, with residential transactions soaring in 2023. #RealEstate
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