My Brain Food This Week...

Africa is misunderstood, Madagascar (the island not the movie), and LVMH

Africa

• The Most Severely Misunderstood Markets in the World can Achieve Outsized Investor Returns: Africa

• Following chargeback fraud fiasco, Union54 is back with a superapp

• FNB and MTN sign MVNO partnership deal

• Funding winter vs. Funding heatwave

• Island of challenges & opportunities: Inside Madagascar’s fledgling startup ecosystem

Global

• GUCCI AND GOLIATH

• BHP says battery electric cheaper than hydrogen as it dumps diesel for haul trucks

• Ryan Reynolds stars in role of investor with savvy eye for sports

• Beef Dodged Fake Meat’s Threat, But Is Still No Match for Chicken

• Ambani Bets on $12 Phone to Disrupt India’s Old Internet Network

• Tesla’s power play

Podcasts & Video

• LVMH

  (Acquired)

• Alexandre Arnault | Full Q&A at The Oxford Union

  (The Oxford Union)

• Louis Vuitton Men’s Spring-Summer 2024 Fashion Show by Pharrell Williams in Paris | LOUIS VUITTON

  (Louis Vuitton)

• E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

  (All-In)

• #1213 Polina Marinova Pompliano On The Hidden Genius Behind Millionaires and World Champions

  (The Pomp Podcast)

• Shein registers for US IPO, Trump SPAC insider trading & more | E1771

  (This Week In Startups)

• TIP559: Mastering the Market Cycle by Howard Marks

  (We Study Billionaires)

• TIP562: How to Cope With Market Cycles

  (We Study Billionaires)