The $44 Billion Twitter ‘Catastrophe’ That Wasn’t: Musk’s Stunning Financial Turnaround at X
The little-known story of how X doubled Twitter’s best profits while the experts predicted “disaster”
The $44 Billion Twitter ‘Catastrophe’ That Wasn’t: Musk’s Stunning Financial Turnaround at X
How Much Do Moats Matter?
While Buffett and Musk disagree, a company’s value can reside in its surrounding protective barrier
My Three Decades with Elon Musk
Our resident technician reviews Walter Isaacson’s new biography of the world’s richest man
SpaceX: How Future Test Flights of Starship Could Impact The Company’s Valuation
SpaceX conducted an orbital test flight of its Starship rocket system last week, and it appears the company may have experienced some costly setbacks.
When AI Eclipses Humanity
The singularity— the time when super intelligent computers surpass human understanding and shed human control—may soon be upon us Suppose a medical research team asks a chatbot to develop a vaccine to eradicate every variant of COVID-19 in humans. It’s a perfectly reasonable request that could go shockingly wrong. The machine might formulate a drug … Continued
Is Elon Musk Killing Twitter?
Intelligence Squared U.S. invites some of the world’s brightest thinkers to debate issues. The organization was founded in New York in 2006 to promote intellectual diversity by fostering respect for differing opinions. The debates are organized in the traditional Oxford style. The side that convinces more audience members to embrace its arguments wins. The excerpts … Continued
Trading the Space Exploration Sector: Where No Investor Has Gone Before
The space exploration industry has blossomed into a $350 billion enterprise, with some projections indicating it could double in size during the next decade
One Final Obstacle Could Still Derail the Musk-Twitter Deal
On Oct. 20, it was reported that the U.S. government is considering a national security-focused review of the Musk-Twitter deal
COMEBACK IDS
Two big stories are dominating the financial pages as Luckbox goes to press—the stock market sell-off and Elon Musk’s acquisition of Twitter. Both got us thinking about comebacks. Active investors are losing sleep, tossing and turning as they fret about market strategy. In their sleep-deprived minds, they create scenarios for how each approach to active … Continued
Twitter, Elon Musk and ‘Poison Pills’
Elon Musk’s planned buyout of Twitter (TWTR) hit a roadblock on April 15 after the social media company announced it was adopting a shareholder rights plan—commonly referred to as a “poison pill.”