What I’m Reading | Branson Edwards
03-25-25 A compliation of 60 of Trump’s 30 second observations on business from the end of “The Apprentice”. He’s not wrong on these.
10-12-24 Pretty cool to be a former Wall Street guy, and now a night club and record label owner in China, and an advisor on tariffs and economic strategy on the world stage. What have I been doing?
WSJ: The Economist Whose Contrarian Streak Has Gotten Attention in Biden and Trump Camps
10-12-24 T-Mobile is a great company, filled with people creating the future.
WSJ:Deutsche Telekom Looks to AI to Boost Revenue Growth, Trim Costs
8-26-24 Sorry to see Conn’s go. They were a great client, and had past leaders who remain admired friends of mine. We did great sites, both retail and warehouse, and had fun doing them.
Bisnow: Conn’s Closures Leave Behind A Swath Of Empty Retail, Industrial Space In Texas
08-21-24 – Survive Until ’25: Foreclosed CRE, mostly office, but increasingly also including MDU, reached $20.5B in the second quarter. Some cognoscenti see this as a sign of potential bottom. I’m not so sure.
WSJ Article: Surge in Commercial-Property Foreclosures Suggests Bottom Is Near
7-25-24 – Wow, a super article on AI as ‘Corporate Ozempic.’ At LCP we are up to our kneecaps in creating and vetting ‘Vertical AI’ tools focused on specific CRE workflows.
Detroit’s a great city. We shouldn’t give up hope on any of our cities, just change leadership and do the work:
WSJ Article: Breaking the Real-Estate Doom Loop Is Possible. Just Look at Detroit.
With insurance costs and business models in flux, betting on insurance proceeds for margin is not without risk. CVS Made a Big Bet on Medicare. It’s Looking Risky.