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Finance & Markets

Why Antipodes Portfolio Manager Is Betting on Disney

Portfolio manager Vihari Ross of Antipodes Partners explains why Disney is a "genuine value opportunity" amid AI and disruption. She spoke on the sidelines of the Sohn Hearts & Minds conference in Queenstown, New Zealand. (Source: Bloomberg)

We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.

Read the original at bloomberg.com →

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Is Appian a Buy After Its Latest Earnings Report?

Appian's AI momentum accelerated in the third quarter.

  • Appian's Q3 earnings grew 25% to $234.6 million, exceeding expectations.
  • AI adoption surged 50% sequentially, boosting customer usage.
  • On-premises revenue increased 64%, while cloud revenue grew 20% to $136.4 million.

100 people bought a mug. The stock went from 100 to 99.

I wrote the most normal checkout code there is. Read the stock, check it isn't zero, write stock minus one. Then I sent 100 buy requests at it at the same time, against a real Postgres database.

  • Code contains race condition flaw
  • Two buyers attempt to purchase same product
  • Lost update leads to incorrect stock count

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