Eight Areas With Potential To Hold Big Opportunity For The Coming Decade
Internet
Don't Do It Google!
I’ve yet to see a successful Internet Roll-Up strategy executed and in my opinion, even a company as brutally successful as Google probably couldn’t pull it off. Watching Barry Diller collect assets like Expedia, Hotels.com and AskJeeves only to start spinning them off in frustration was a cautionary tale for old media execs. Having witnessed…
Hot Links: Ackman, Paulson, Samberg & Whole Foods
Stuff I’m Reading this Morning… William Ackman may finally be done bashing his pretty head against the brick wall that is Target. (Dealbreaker) Ezra Klein on what Whole Foods can teach us about healthcare. (WaPo) Bespoke breaks down hedge fund star John Paulson‘s most recent sector allocations. (BIG) And then Trader Mark discusses Paulson’s just-revealed…
