What I Wish I Wrote ~ February 9, 2018
A collection of mostly finance related links that I wish I had the talent to create.
Disney as a Service. The future of Disney’s integrated business model after all its moves last year (Redef)
It’s Hard to Predict How You’ll Respond to Risk
“How you responded to the last big loss, or the last big win, or the last stressful project, or last time you lost control of your schedule, is probably a good indication of how you’re likely to respond the next time it happens.” (Collaborative Fund)
Too Clever by Half
“Financial innovation is always and in all ways one of two things — a new way of securitizing something or a new way of leveraging something.”(Epsilon Theory)
Why Apple Should Buy Netflix
Two reasons why Apple should buy Netflix (The Hollywood Reporter)
Starbucks’ China Potential
The unit economics per Starbucks store are the best in the industry which makes their China opportunity extremely compelling. (Scuttlebutt Investor)
The 20148 Dividend Aristocrats
The Dividend Aristocrats for 2018 have been revealed (Dividend Growth Investor)
A Moat of Maps
The moat around Google’s Map business (Justin O’Beirne)
The Next Berkshire Hathway
The next Berkshire Hathaway will be Built on Technology (Medium)
Dopamine Hits and the power of defaults (Abnormal Returns)
What I Read
What do you think is the most potentially disruptive technology out there? The Blockchain, CRISPR, Electric Vehicles, Autonomous Vehicles?
I think it is meat grown in the lab.
And if you read this book I think you will believe so too.
Clean Meat can reduce food costs. It is extremely costly to raise a chicken, cow, pig, fish, and any other animal we get meat from. And the animal produces all these extra body parts that we don’t use.
Clean Meat will increase food yields for a growing and increasingly meat hungry world. One biopsy from one cow to get myosatelite cells can produce 20,000 tons of meat or more than 400,000 cows’ worth of beef. That is 175 million quarter pounders. And no cow had to be slaughtered.
Clean Meat is clean. When you eat meat you’re eating feces. Sorry. It can’t be avoided. It is part of the slaughtering process. Lab-grown meat is grown in sterile conditions and is never exposed to E.Coli and other bacteria.
Clean Meat can have a huge impact on the environment. The number one greenhouse gas polluter are cows. And rainforests are being razed to produce more farmland to grow the soybeans and corn to feed the cows.
The book is a quick and very interesting read. The author does a good job not getting into the problems with slaughterhouses. Mr. Shapiro spends his time digging deep into the benefits of Clean Meat, the leading companies, and the current criticisms of lab-grown meat.