The Story of Pixar + Chris Davis Picks Stocks

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The Story of Pixar + Chris Davis Picks Stocks

by | Jun 29, 2022

Barron’s Interview With Chris Davis

The chairman and portfolio manager of Davis Advisors stresses the importance of long-term investing and buying “durable, growing businesses at value prices.” 

What Taiwan Risk? Island’s Chipmakers Embark on $120bn Buildup

Taiwan’s chipmakers have launched an unprecedented investment spree worth around $120 billion that will strengthen their grip on the global market, even as the U.S. warns against overreliance on an island at risk of a Chinese invasion.

 When the Lamp Switched On: How Pixar Went From Experimental Studio to Commercial Juggernaut

From the stewardship of George Lucas to Steve Jobs to Mickey Mouse himself, the story of Pixar is marked by breakups, risk-taking, and sheer creative flair.

 Sunday Bonus

WorkOS: Enterprise’s Great Equalizer

Michael Grinich has built something close to magical: an API that expands the TAM of the companies it serves. Some of its investors believe it’s the next Stripe. Neil Shah noted that WorkOS’s core products were “growing like crazy.” If the company can maintain its trajectory, it may have a generational impact. To do so, WorkOS must stay ahead of potential competitors, manage a broad product scope, and learn a new sales motion. 

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