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AMA With @howardlindzon
So far two cancelled flights and a bunch of other delays on my day trip to ‘frisco… so I’ll take a few questions gooooo— BlockchainLindzon+…
Twitter Discloses Data On State-Backed Information Operations Directed At Hong Kong
Twitter says it proactively suspended 200,000 accounts from China before they were “substantially active.” Twitter’s also disclosing 936 accounts originating from China that were created…
Notes: Harry Markopolos’ Report On $GE
Link to full report [here]. So, I read the entire $GE Fraud report last night, and then slept on it. I can’t stop thinking about…
What Was The First Stock / Investment That You Lost 50% Or More On?
Beer Train Friday Question: What was the first stock/investment that you lost 50% or more on? What did you learn from the experience? Extra points…
Austrian 100 Year Bond Currently Trading at 0.70% Yield With World Record 57 Year Duration
Did Man really land on the moon? Austria’s 100yr bond, the most convex known to mankind, trades with a duration of 57, highest on earth….
The True Story of Tesla – In Memes
$TSLA 1/8 THE STORY OF TESLA CHAPTER ONE pic.twitter.com/FFGqIL4I58 — HOARY ‘Renaissance Man’ MARMOT, STOCK TRADER (@mydoghasagun) April 13, 2019 $TSLA 2/8 THE STORY OF…
Facebook Has Been Slow to Bundle Entertainment With Utilities
$FB hasn’t build the utilities (payments) fast enough. Partly structural (incumbents like V/MA), some of it is the distractions (Cambridge), some of it is lack…
Tesla China Will Be Another Loss-Making Operation Due Competition From Cheaper Local Alternatives and High Fixed Costs
1) Prediction: China will become $TSLA's next pillar of losses. China car sales are already down 11% YTD as of July, & $TSLA's avg monthly…
Long $UNP
In addition to pricing power, efficiency/cost structure optimization has been very beneficial for $UNP . Better utilizing new technology is part of the continuing improvement…