What I Wish I Wrote ~ April 28, 2017

A collection of mostly finance related links that I wish I had the talent to create.

An article went up on Value Investor’s Club recommending a short position in Apple (AAPL). These are all the counterpoints to that short thesis. (Bireme Capital)

Inside the Hotel Industry’s Plan to Combat Airbnb (New York Times)

“And famous New York short seller Jim Chanos’ Kynikos short fund has reportedly turned $1 into a dime since its inception.” (Confessions of a Contrarian Investor)

David Einhorn thinks the markets are repeating the late 90s and 2000. Josh Brown says hold up on that comparison. (The Reformed Broker)

Aluminum was a boon to the aerospace industry and graphene could have an even bigger impact. (Virgin)

Star Wars moisture farmers are becoming a thing. Some scientists at MIT and Cal created a deice that can pull moisture out of the air using solar power. (The Telegraph)

AbbVie (ABBV) has tremendous value in the both the amount of cash flow humira generates and the potential in it’s drug pipelinnnnnn. (Sure Dividend)

ESPN can’t afford to go on like this (Bloomberg View)

The invention of Air conditioning did some great things for the modern economy. It helped create the Summer blockbuster movie season and probably even helped Ronald Reagan get elected. (50 Things That Made the Modern Economy – BBC)

Marginal gains versus the long shot. (Tim Harford)

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