giofranchi

You are welcome! ;) Cheers, Gio

Well… I have discovered Twitter! Ahah!! ;) Imo Twitter is a good way to share ideas through very brief messages, while attaching a link to an article or a picture to delve more deeply into the matter at hand. I think it is a better use of time than writing very long posts. Cheers, Gio

Google is making a keyboard for the iPhone http://www.theverge.com/2016/3/22/11287220/google-keyboard-iOS-search Cheers, Gio

These are my main comments about the letter: Cheers, Gio

This is a good article on both Andy Grove and Apple: Andy Grove and the iPhone SE https://stratechery.com/2016/andy-grove-and-the-iphone-se/ Cheers, Gio

This is sad! His book has always been on my reading list, but somehow I never got to read it… Now I might decide myself at last! Cheers, Gio

Apple, the social enterprise http://techcrunch.com/2016/03/21/apple-the-social-enterprise/?ncid=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Techcrunch+%28TechCrunch%29&sr_share=twitter Cheers, Gio

Why Google Wants to Sell Its Robots: Reality Is Hard http://www.bloomberg.com/news/articles/2016-03-18/why-google-wants-to-sell-its-robots-reality-is-hard Cheers, Gio

My pleasure, David! Cheers, Gio

I am not sure if this article has already been posted somewhere else... John Malone: ‘Cable Cowboy’ Faces the Test in Rounding Up the Right Mix of Assets https://variety.com/2016/tv/features/john-malone-liberty-media-charter-communications-1201729414/ Cheers, Gio

Google's AlphaGo AI beats Lee Se-dol again to win Go series 4-1 http://www.theverge.com/2016/3/15/11213518/alphago-deepmind-go-match-5-result Cheers, Gio

First Click: A month with Apple Watch as my wallet http://www.theverge.com/2016/3/15/11232282/first-click-a-month-with-apple-watch-as-my-wallet Cheers, Gio

A good article: Great Companies Stay True to the Spirit of Their Founders https://hbr.org/2016/03/great-companies-stay-true-to-the-spirit-of-their-founders Cheers, Gio

After AlphaGo, what's next for AI? http://www.theverge.com/2016/3/14/11219258/google-deepmind-alphago-go-challenge-ai-future Cheers, Gio

DeepMind founder Demis Hassabis on how AI will shape the future http://www.theverge.com/2016/3/10/11192774/demis-hassabis-interview-alphago-google-deepmind-ai Cheers, Gio

http://www.investors.com/news/technology/artificial-intelligence-weaves-its-way-deeper-into-daily-business/?utm_source=dlvr.it&utm_medium=twitter Cheers, Gio

Google's DeepMind beats Lee Se-dol again to go 2-0 up in historic Go series http://www.theverge.com/2016/3/10/11191184/lee-sedol-alphago-go-deepmind-google-match-2-result Cheers, Gio

Why is Google's Go win such a big deal? http://www.theverge.com/2016/3/9/11185030/google-deepmind-alphago-go-artificial-intelligence-impact Cheers, Gio

Thank you for posting. It looks like Fairfax is trying to leverage its connection with the University of Waterloo and their expertise in technology. Of course, it is using shareholders money to do so… But it looks like a very small investment has been done till now, while to payoff could be interesting. We’ll see! Cheers, Gio

The latest Gary Shilling Insight is one of the best I have read. In it he analyses 16 "market myths" (in attachment). Cheers, Gio

+1! Very interesting. Cheers, Gio

I have read a good post on a company I was not aware of, and of which I could not find a thread on the board. Therefore, I have decided to share it, and maybe start a discussion about this business. Here it is: Broadridge Financial Solutions: A Cash Producing, Mission-Critical Business Services Company http://intrinsicinvesting.com/2016/03/01/broadridge-financial-solutions-a-cash-producing-mission-critical-business-services-company/ Cheers, Gio

+1! Except that maybe BRK is not the only company which fits those criteria... Cheers, Gio

Mmm… We might very well be in an historical period in which a 10-year track record changes dramatically in just a few months. Of course I don’t know, but this is surely what Prem and others at Fairfax believe. If they are right, I’ll be glad I own a large position in Fairfax. If they are wrong, I also own other companies. Cheers, Gio

Though I don’t expect Fairfax to double BV in the next two years, I agree that judgement about their investing abilities is too harsh… Or was that simply an ironic remark? ;) Cheers, Gio