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@kostofff
Todor Kostov
$7.6M follower assets
771 following1,063 followers
PortfolioPostsCommentsTradesWatchlist
Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff10/04/2023
Leading ship operator's share of the world liner fleet (as of September, 2023)
"As of September 30, 2023, Mediterranean Shg Co and APM-Maersk $AMKBY operated 19.3 and 15 percent of the world liner fleet, respectively. The CMA CGM Group ranked third with a share of 12.6 percent of the global container fleet." (Statista)

Source: Statista

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Statista
Leading ship operator - share of the world liner fleet 2024 | Statista
As of January 23, 2024, Mediterranean Shg Co and APM-Maersk operated 19.9 and 14.6 percent of the world liner fleet, respectively.
Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff09/27/2023
Ana Botin Executive Chair Santander $SC : Future of banking, inflation and women in finance
Latest guest on the podcast "In Good Company" with Nicolai Tangen features Ana Botin, Executive Chair of Santander $SC. Topics discussed are:

  • Ana's unique insight into the future of banking
  • How to create a global culture
  • Do we still need the banks?

Source: Reuters

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Apple Podcasts
‎In Good Company with Nicolai Tangen: Ana Botin Executive Chair Santander: Future of banking, inflation and women in finance on Apple Podcasts
‎Show In Good Company with Nicolai Tangen, Ep Ana Botin Executive Chair Santander: Future of banking, inflation and women in finance - 26 Sept 2023
Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff09/26/2023
Annual granted patents related to AI by industry
Granted patents were first submitted in the selected country’s patent office, but could have subsequently been granted by any country’s patent office. (Our World in Data).

Source: Center for Security and Emerging Technology (2023); Our World in Data

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Our World in Data
Artificial Intelligence
AI already has a large impact on our world. Explore research and data to understand the trajectory of this important technology.
Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff09/21/2023
Block $SQ : A controversial hack week project becomes the #1 financial services app, ft. Jack Dorsey
CEO Jack Dorsey reflects on Block’s $SQ origins and defining moments with host Roelof Botha - Crucible Moment podcast (Sequoia Capital)

Source: Capital.com

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Spotify
Block ft. Jack Dorsey - A controversial hack week project becomes the #1 financial services app
Listen to this episode from Crucible Moments on Spotify. CEO Jack Dorsey reflects on Block’s origins and defining moments with host Roelof Botha.  Dorsey founded Square in 2009 with a clear vision: economic empowerment for all. Their dongle that turns iPhones into credit card readers was just the start. With Square, small business owners were able to reach more customers and better manage their companies. But when Cash App, which emerged from an internal hackathon, started to gain traction, Square had a decision to make: stick to their core focus, or risk building an unproven product for consumers? Dorsey explains how Block succeeded by weaving new products around a core vision, and how a controversial shift in strategy led them to fully deliver on their founding mission.   Host: Roelof Botha, Managing Partner of Sequoia Capital  Featuring: Jack Dorsey, Alyssa Henry, Brian Grassadonia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff09/19/2023
Fund Family 100 - Comparing the 100 largest fund families in Europe (Morningstar)
"Fundsmith retains the top spot here and stands, in our view, as an example of an investment boutique that is well-placed for investment excellence. The group has just two strategies, and they follow the same investment philosophy and process. Key personnel are heavily invested in the funds they run, making them well-aligned with investors' interests.

Vanguard earns a High Parent rating for its investor-centric ethos, reliable strategies, and
democratization of advice. Vanguard gained its stature by following founder John Bogle’s playbook:
pairing relatively predictable strategies, mainly passive, with minimal costs. That’s enriched Vanguard’s investors and those outside its flock who have benefited from industrywide fee compression.

Capital Group falls just outside the top 20 this year with around half its share classes earning either
Gold, Silver, or Bronze Morningstar Medalist Ratings." (Morningstar)

Downloading the report requires e-mail details

Source: Morningstar - "__Fund Family 100 - Comparing the 100 largest fund families in Europe" Report

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Todor Kostov's avatar
Todor Kostov
$7.6MFollowers
@kostofff09/13/2023
Bjørn Gulden CEO of Adidas $ADDYY : shoes, leadership, and fast decisions (In Good Company with Nicolai Tangen)
Latest guest on the podcast 'In Good Company' with Nicolai Tangen is Bjørn Gulden, CEO of Adidas $ADDYY.

Topics discussed include:

  • How it was for Bjørn to leave Puma for the main competitor Adidas
  • What are his plan to rebuild Adidas $ADDYY
  • The relationship with Kanye West
  • Why Bjørn makes quick decisions
  • What are the challengies of taking a new CEO position

Source: sdr-mjk.org

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Apple Podcasts
‎In Good Company with Nicolai Tangen: Bjørn Gulden CEO of Adidas: shoes, leadership, and fast decisions on Apple Podcasts
‎Show In Good Company with Nicolai Tangen, Ep Bjørn Gulden CEO of Adidas: shoes, leadership, and fast decisions - 12 Sept 2023
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