Vision II I talk sometimes about a simple model of corporate finance in which a company does a thing, the thing generates cash, and the cash is not ne...

• talk
• sometimes
• second $100-billion-plus Vision Fund
• an effective veto
• building new businesses internally
• picking good investments
• not perfectly objective
• couple
• times
• problem
• What on earth
• not a great look for Deutsche Bank
• Meanwhile
• Why wouldn’t someone try it
• attempted
• convey
• announcement
• Sophocles
• elsewhere
• here’s a story
• the letter
• Sequoia Capital partner Jess Lee
• what I thought was a logical explanation
• Tax on Share Buybacks
• Refinitiv Bid
• Orcel Taped Calls
• FX-Rigging Suit
• decision on equivalence
• Chinese Banking
• Mylan
• €60bn development offshoot
• City-Run Public Banks
• hot-desking
• Fortnite World Cup
• Find Dat Big Boi
• Coasean bargaining
• Cereal
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Created 7/29/2019