Thoughts for the Week ahead | Channel Infrastructure | Pushpay
CHI upgraded to BUY | Pushpay encounters some friction | Are 6% rates a possibility? | Thoughts from Buffett’s latest letter
Daily Insights: Thoughts for the Week Ahead
Happy monday, let’s get cracking – a lot to cover today. M&A over in the UK; ChatGPT’s (not so) existential threat to Alphabet, Dan Loeb jumps into Salesforce, entrenched inflation over in Norway & the US, and Mainfreight signals slowing growth.