The Economist breaks about the watch industry: Swatch’s dominance (1/3 of all sales of Swiss watches)
goes futher than just watches—it is also one of the biggest supplier of watch
parts. When economies of scale plays in their favor, amidst multiple brand line-ups
and somewhat irrational consumer behaviors, the time is good. [Note: Let’s see
what Apple and Android can do to this industry]…Source: http://www.economist.com/news/business/21571943-industry-ripe-shake-up-time-money/comments#comments
Rail traffic continues 2013 at a positive pace: Intermodal traffic up 5.3% yoy. Quite consistently
positive since December 2009. [Note: BNSF may indeed deserve a 16x PE multiple]…Source:
http://pragcap.com/rail-traffic-continues-2013-at-a-positive-pace
Gigacom exclusive: Airtel bets big in Wifi across
Africa: The continent still relies
heavily on 2G, where 3G are few and far between and 4G virtually nonexistent.
Wifi is cheap and, when surgically delopyed, could encompass > 100,000 nodes
in 17 African countries. [Note: major beneficiaries are RKUS and ALU]…Source: http://gigaom.com/2013/02/21/exclusive-airtel-bets-big-on-wi-fi-across-africa-as-it-looks-for-3g-substitutes/
The science behind addictive junk food: via rigorous
statistical methods to determine the right combination of ingredients, texture,
and color to reach the bliss spot that pique the taste buds enough to be
alluring but don’t have a distinct, overriding single flavor that tells the
brain to stop eating. [Note: When in doubt, add sugar.]…Source: http://www.nytimes.com/2013/02/24/magazine/the-extraordinary-science-of-junk-food.html?_r=1&hp=&adxnnl=1&pagewanted=all&adxnnlx=1361498579-AU2GeAe5LSN0q2AvIdilfQ
A virus as perhaps the most abundant organism on the
planet: Pelagibacter Ubique, member
of a group of bacteria called SAR 11, jointly constitute about 1/3 of the
single-celled organisms in the ocean. Source: http://www.economist.com/news/science-and-technology/21571843-newly-discovered-virus-may-be-most-abundant-organism-planet-flea
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