- Card Issuers Jump Onto Apple Pay Bandwagon - Apple utilizes existing technology and existing ecosystem to drive its new Apple Pay service- WSJ
- Peter Thiel thinks Competition is for Losers. The only way to capture value is to build a monopoly- WSJ
- What Big Food does with 'Organic' and 'Natural' - General Mills' acquisition of Annie's Inc begs the question: Can they retain the street creed? - Fortune
- Why Amazon Has No Profits (And Why It Works) - the Amazon story in graphs - A16Z
- Starboard Value gets into the weeds describing its issues with Darden and Olive Garden including mushy pasta and poor bread stick implementation
- Risk Revisited - Howard Marks, Oaktree Capital
- New CEO Week - Oracle, JetBlue, Clorox get new leadership - Forbes
Everything you need to know about Alibaba and its IPO (not really everything but a decent summary) - Fortune