#capitalallocation — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #capitalallocation, aggregated by home.social.
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When to Stop a Transformation Program
One observation I couldn't fully explore here is how often transformation dashboards create a false sense of confidence. Green status reports tell us a programme is executing well, but they rarely tell us whether the programme still deserves to exist. #Leadership #DigitalTransformationhttps://technologytrends60.wordpress.com/2026/08/13/when-to-stop-a-transformation-program/
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Meta plans up to $145 billion in capital spending during 2026 and $600 billion through 2028 while investors press for clearer returns on AI investment. The company tied Glimmer's launch to a $1 billion community fund, though spending details remain unspecified. What that fund actually funds matters. https://www.implicator.ai/meta-muse-glimmer-zuckerberg-ai-policy/ #AI #Meta #CapitalAllocation
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Google will pay SpaceX $920M monthly for roughly 110,000 Nvidia GPUs through mid-2029. The $30B deal reveals Google's near-term compute shortage despite its own TPU program—and gives SpaceX named revenue before its IPO. The tension between demand and supply may matter more than the headline. https://www.implicator.ai/google-signs-30-billion-spacex-compute-deal-ahead-of-ipo/ #AI #CloudComputing #CapitalAllocation
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Uncovering the real costs of #fossilfuel production, #greenhousegas emissions , licensing & subsidies - if you make it, you're responsible
Why a landmark ruling from the world’s top court puts financial markets on notice
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Hear Michael Fritzell from Asian Century Stocks explain the difficulty in short-selling Asian and Chinese stocks https://youtube.com/shorts/z_OO-cYsaDI
Main Site: https://www.analyse.asia/will-the-stocks-from-china-recover-asian-century-stocks-with-michael-fritzell/
Full YouTube Video: https://youtu.be/RxewaGWEttU
Newsletter Signup: https://www.analyse.asia/#/portal/signup
LinkedIn Page: https://www.linkedin.com/company/analyse-asia/#chinastocks #chinabusiness #corporategovernance #capitalallocation #stockmarket #stockmarketanalysis #stockmarketinvesting #investinginasia #stockmarketnews #fraud #shortselling
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Hear Michael Fritzell caution on the need to watch out for complex corporate structures in Asian companies: https://youtube.com/shorts/-1SN-hwBBcQ
Main Site: https://www.analyse.asia/will-the-stocks-from-china-recover-asian-century-stocks-with-michael-fritzell/
Full YouTube Video: https://youtu.be/RxewaGWEttU
Newsletter Signup: https://www.analyse.asia/#/portal/signup
LinkedIn Page: https://www.linkedin.com/company/analyse-asia/#corporategovernance #capitalallocation #stockmarket #stockmarketanalysis #stockmarketinvesting #investinginasia #stockmarketnews #Japan #korea #chinastocks
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Cash hoarding is a major issue for Asian companies from Japan and Korea by Michael Fritzell from Asian Century Stocks https://youtube.com/shorts/8lTu-vxaMp8
Main Site: https://www.analyse.asia/will-the-stocks-from-china-recover-asian-century-stocks-with-michael-fritzell/
Full YouTube Video: https://youtu.be/RxewaGWEttU
Newsletter Signup: https://www.analyse.asia/#/portal/signup
LinkedIn Page: https://www.linkedin.com/company/analyse-asia/#corporategovernance #capitalallocation #stockmarket #stockmarketanalysis #stockmarketinvesting #Japan #Korea #cashhoarding
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Hear Mike Fritzell from Asian Century Stocks share the one thing he knows about the Asian stock market that very few do https://youtube.com/shorts/WMo8GmaPLCw
Main Site: https://www.analyse.asia/will-the-stocks-from-china-recover-asian-century-stocks-with-michael-fritzell/
Full YouTube Video: https://youtu.be/RxewaGWEttU
Newsletter Signup: https://www.analyse.asia/#/portal/signup
LinkedIn Page: https://www.linkedin.com/company/analyse-asia/#corporategovernance #capitalallocation #stockmarket #stockmarketanalysis #stockmarketinvesting #investinginasia #stockmarketnews #fraud
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Hear Mike Fritzell from Asian Century Stocks share the need to diversify your portfolio and start small with Asian stocks https://youtube.com/shorts/u3rRnM4MNO0
Main Site: https://www.analyse.asia/will-the-stocks-from-china-recover-asian-century-stocks-with-michael-fritzell/
Full YouTube Video: https://youtu.be/RxewaGWEttU
Newsletter Signup: https://www.analyse.asia/#/portal/signup
LinkedIn Page: https://www.linkedin.com/company/analyse-asia/#investmentstrategies #corporategovernance #capitalallocation #stockmarket #stockmarketanalysis #stockmarketinvesting #investinginasia #stockmarketnews
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One of our investment themes is the technification of the Southeast Asia Economy by Ong Peng Tsin
Main Site: https://www.analyse.asia/the-future-of-generative-ai-in-southeast-asia-with-ong-peng-tsin/
YouTube Full Video: https://youtu.be/PzjCXj0rZnI
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #asean #aseantech #southeastasia #monkshillvc #investmenthesis #vcasia #vc #startups #startupsasia #venturecapital #venturecapitalpodcast #capitalallocation #china #indonesia #singapore
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What is the future of family offices in Asia look like? Lee Wong discusses what great looks like for the industry
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #familybusiness #lombardodier
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How can technology be applied to the family offices industry? Lee Wong provides her perspectives
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #lombardodier #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #familybusiness
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What does success mean for the Next Generation of Family Offices? Lee Wong explains
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #futureoffamilyoffices #familybusiness
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Trust is essential as part of a framework for Governance in a Family Office by Lee Wong
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #familyoffices #estateplanning #succession #investment #capitalallocation #trust #familybusiness
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How do we manage the stakeholder dynamics within the family office? Lee Wong from Lombard Odier breaks it down here
#shorts #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #familybusiness #asia
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup -
How to avoid ending up like an episode of Succession for your family office planning from Lee Wong
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#shorts #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #successionhbo
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What are the minimum requirements to set up a family office in Asia? Lee Wong explains
#privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup -
The different forms and functions of a family office by Lee Wong from Lombard Odier
#privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation #taxplanning
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup -
Family Offices 101: Before you start one, do a gap analysis first according to Lee Wong from Lombard Odier & Co
#privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup
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Family Office 101: How does one start off building a family office in Asia?
#shorts #privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup -
What is the total market opportunity for family offices in the Asia Pacific according to Lee Wong from Lombard Odier & Co?
Main Site: https://www.analyse.asia/lombard-odier-key-trends-in-family-offices-across-the-asia-pacific-with-lee-wong/
Youtube Video: https://youtu.be/JwApmdWhkxs?ref=analyse.asia
Newsletter Signup: https://www.analyse.asia/#/portal/signup#privatebanking #familyoffices #estateplanning #succession #investment #capitalallocation