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00:0017:48
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