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The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY)

Chit Chat Stocks

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Strategic Acquisitions, Investor Activism, and Market Dynamics

This chapter delves into the success of acquisitions by companies like YouTube, Met, Amazon, and Berkshire Hathaway. It compares the acquisition strategies of Geico and Salesforce, critiques business figures like Mark Bennyoff and Jack Dorsey, and discusses the impact of acquisitions on company returns. Additionally, it explores the adoption of Bitcoin as a treasury reserve asset, challenges in microcap land, and company transformations in the EV market, culminating in an analysis of an activist investor's letter to Texas Instruments regarding their capex spending plans.

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