LC

Not sure but they do have some Toyota testimonial on their website, and published Sprint as a sponsor back in 2018 (not sure if still a sponsor). I would imagine you could start watching a bunch of documentaries on the service and see which corporate pre-rolls pop up :D

I wouldn't say bad, I would say very inconsistent. For example: 2020 I moved a lot of accounts over to IBKR and as such triggered some knowyourcustomer baloney. So someone at IBKR reviewed my accounts, the timing/amount/source of money transfers, etc. and I received some standard email asking questions and requesting account statements about the such. Now, I am a reasonable person. I'll sit down for 5 minutes and reply to your questions, but I'm not about to spend an hour digging up old account statements to verify money flows. So I simply ignored that aspect of their request. To my relief I received a response next day, saying "all good! thank you for the explanation!", and that was that. Anecdotal but make of it what you will.

https://www.wsj.com/articles/beijing-asks-alibaba-to-shed-its-media-assets-11615809999

Start a thread! It looks interesting. I bought some CURI last week. Bit pie/sky -ish in terms of subscriber growth potential but it seems like the product is a good value and has ancillary markets (libraries, schools, museums, etc.) rather than a home consumer target. Also bought some Alibaba, for reasons everyone has mentioned. The market is already pricing in all the regulatory worry and none of the growth potential. Maybe the market is right but I feel the current price already reflects that. But wait, there's more: https://www.wsj.com/articles/beijing-asks-alibaba-to-shed-its-media-assets-11615809999

Oh this is a good one :D Thanks for the morning (and 1hr sleep deprived) laugh!

Perhaps it would be an instructive exercise to create a ledger (heh) of the best use cases for a blockchain/crypto-ledger. To me, the best use case seems to be public asset ownership records (home deeds, car deeds, etc.). Followed by semi-private asset ownership records.

Vincet Viola is a stand up guy, I worked with him in a non-business capacity years ago. Also he has maybe the nicest private home on the UES I have ever seen. Virtu is a capable organization, but I personally am not a fan of the market making business.

To reiterate Spek's question, what do you find the "ick factor" is with FB?

Looks like you got the timing right on the nose :D

I never thought to check Schwab's offering, I have my wife's accounts there. I assumed it to be too "retail friendly" to have a competent offering - thanks for correcting me. May sell some slightly OOM Berkshire puts in gratitude :D

Thank you- I’ll give SA a shot

+1

Speaking of options - does anyone have a good resource to find options pricing? By "good" here I mean quick to access, easy to select strikes, and intuitive to view. My brokers all have this information in one way or another, but it's quite a hassle to log in, navigate to the options pricing/chain section, etc. etc. etc. Wondering if there's an easy resource out there on the web.

Completely agree! But Wood is no chump either in the competition for the prize. I've just seen a video of her where she uses the treasury yield as a discount rate for equity. Seriously? There's no risk premium anymore? Either she's selling to idiots or thinks we're all idiots. What's even more amazing is that the video was monitored by someone from her compliance team. I do not have a morning wood for Cathie wood but I recall this is also how Buffett thinks about DCF/value as well. Got to dig out that interview/letter. Buffett discounts by the treasury yield and adjusts for the equity risk premium through his margin of safety. E.g. riskier stocks would have to trade at 50% below his calculated value but he doesn't discount the risk at the DCF stage. Not quite sure what advantages this has as opposed to discounting for the risk at the DCF stage. It's from one of his early letters in his Partnership days.

Any concerns they previously pulled forward shareholder returns and are now seeing a return to the mean:

That's a great idea - and I assume it can also work on the downside as well. E.g. you buy a long term OTM put and if the stock decreases maybe 20%, you have paper gains on the position but the option is still OTM, so you can sell a deeper OTM put to capture some gains.

What options are you looking at?

Similar

https://bitinfocharts.com/comparison/bitcoin-transactionfees.html Currently costs about $19 per BTC transaction.

I went with puts on PLUG as essentially a short on a baloney business and also a hedge against other high-tech stocks I bought on whims (<1% positions each, stuff like AI), essentially netting out.

FWIW the pro forma adjustments are minor and in some cases, conservative. That said it still looks a bit pricey to me. 30x EBITDA!

There are a few interesting debate points which are presented in this article, which I will reproduce here. Apologies in advance for the wall-of-text:

Thank you for the reply, SD. I am not sure I have the cojones to try and trade BTC, but I do agree with your approach of (1) growing the investment over time as the use case popularizes ; (2) Trying to decide between your first two approaches (e.g. spread amongst moderate sized players vs. consolidating in larger players performing the implementations). Good food4thought.

Wow- tragic. He was a hero to everyone who ever laced up a pair of skates. RIP