compoundinglife

Look up the name on LinkedIn. Spent 10 years as SDET at MSFT. Sounds like ERICOPLY based on previous posts about working at MSFT doing test work.

Looks like ERICOPLY based on a google search.

Maybe it was all BS? Neither Peoples nor GoEvisit did any PR about a contract that I could find. Typically the first thing a startup does when they sign a contract like this is to release PR. Maybe there was an evaluation period and they backed out?

Over the past couple of years I have posted a few updates on this thread about GoEvisit/MyCare. The app ratings #s (used as a proxy for installations) never budged. Their competitor Akira has close 13K ratings now. Looking at GoEvisit on LinkedIn its pretty clear there is nothing going on there. 1 developer on LinkedIn, the lead developer who was a contractor, leaving the engagement in Nov 2020. They are/were licensing software to drive the platform (bright.md) so probably not much in the way of IP. It is dead money.

The online store is very similar to the brick and mortar. It is not a full blown retail store. They have a limited catalog inventory, certain things can only be delivered to certain locations but prices are pretty good. I only go to the online Costco store for big ticket items where I want the Costco return policy. Or items I already know they stock. I don't go there to explore or "shop". Pre covid I bought tons of stuff from Amazon etc.. but nothing online from Costco. Since the Pandemic started I have bought the following from costco.com: New washer and dryer Luxury vinyl tile Outdoor Gazebo Garage shelving If I am spending over 1K on something I will usually try Costco first because I know they will take it back if I don't like it for whatever reason.

It was a good letter. Most of what Warren is going to write or say he has already said. There are little nuggets in between the lines, everyone once in a while they surprise us. But I don't read the letter as soon as it prints anymore. I don't read it expecting to get any earth shattering insights. But I read it and enjoy reading it. After reading the letter or going to the meeting the few years I went, I always feel re-affirmed about owning Berkshire. It is a check point and a reminder for me. One thing I noticed which I had not noticed before, is Warren stating in plain English that some of his equity positions are parking lots for cash until he has better ideas. I remember Charlie being asked about XOM once and he said Warren considered it a cash substitute. But don't remember Warren coming out and saying it. I also got the impression the PCP explanation was possibly trying to provide more color around selling the airline positions. Maybe he felt the combination of Airlines (what was it, 4B total?) + ownership of PCP was too much risk for Berkshire given the uncertainty at the time? Additionally they have their finger on the pulse of PCP's order backlog, maybe that was enough to convince them. I didn't expect it but would like to have read his thoughts on CVX and oil/gas in general. Outside of Petro China has he had any other wins in the oil patch? He bought COP and sold it at a loss in the GFC. He got in an out XOM fairly quickly and dodged a bullet there. Occidental was a mistake. Clearly must be somewhat bullish on Oil consumption and prices to plow 4B into CVX. Maybe just parking some cash.

I have been working on a slack bot/app for market data. I have a few slack instances that I frequent with friends where we discuss investing and trading. All of existing bots/apps had some issues with them. Many of them don't have good breadth of symbols. I have not put into the slack app directory yet but will submit it in the next week or two. I am posting here in case anyone is interested in trying out the beta, providing feedback or feature suggestions. You can install it from this URL: https://d2rooeqvk8.execute-api.us-east-1.amazonaws.com/api/slack/oauth_redirect I am hosting on AWS Lambda and don't have the vanity domain setup yet for the install page. It requires basic permissions: ability to receive commands, ability to post in channels (invited only) and ability to see messages where it is mentioned. But it does not have the ability to monitor any channels or history. This will be clearly outlined in the installation when slack shows you which permissions are being granted. Basic functionality/commands it currently supports: Has a pretty good list of symbols around 32K, includes US stocks, some international (for example 1211.HK or SAP.TO works), has most cryptos, some commodities and forex. price $symbol - provides a real time price and % change quote $symbol - provides a more detailed quote, Volume, 52wH/L, market cap, open/close, Volume, PE, 1 year candlestick chart with MA200, MA50, MA20, link to larger chart. news $symbol - latest articles in the news feed I have. This is not great currently, the news service I have sucks. You get what you pay for. I have been filtering out some of the noise from Zacks, SA and friends but still not good. holders $symbol - 10 largest institutional holders, share count and recent change symbol $string - Search for a symbol, for example "symbol Apple" or "symbol Berkshire" indexes - basic index report. A couple of things I am thinking about adding in the near future: Earnings Calendar, CF, Balance sheet. The next big thing is supporting user input for things like price alerts or other alerts. I can easily add some screens as well but it I know I don't use them much anymore, not sure if others do. If you have any feature feedback (even if you don't try it out). Let me know. Comment here or send me a DM.

I have played around with options on LedgerX. Bid/Ask are pretty wide. All the BTC options I have seen are European style.

On the ORCL front, I doubt it. Hard to imagine Safra being on board with a substantial purchase of BTC. Company culture is very focused on managing the stock price and earnings. On the macro front I do wonder how many BTC holders truly believe the macro thesis for BTC in their heart of hearts vs just findingexcuses to jump on the gainz train.

Good piece. Reminds me of the John Gilmore quote "The Net interprets censorship as damage and routes around it". I think eventually the same will happen here and Apple will adapt or not. IMO that quote has not been true for quite a time now. :-\ I disagree. What do you consider successful censorship on the Internet? Both Apple and Google app stores and overall mobile ecosystems. Facebook and most other social networks The fact that you can route around means exactly zero when 90-99% of users won't and you won't be able to reach them. IMO the quote would be true only if some majority of users routed around the censorship. Fair enough. I think it will either be routed around over time or the platforms will see threats coming and adjust to be more accommodating to keep their relevance. Likely the later. Its a slow ship to turn given the platform's pervasiveness but I think one of those two will happen. Current state does not seem sustainable.

Good piece. Reminds me of the John Gilmore quote "The Net interprets censorship as damage and routes around it". I think eventually the same will happen here and Apple will adapt or not. IMO that quote has not been true for quite a time now. :-\ I disagree. What do you consider successful censorship on the Internet?

Stumbled across the Purposely beta site, accepting applications for beta customers: https://beta.purposely.co/ Looks like you can track news on the service/product updates on the "what's new" section of the website.

Good piece. Reminds me of the John Gilmore quote "The Net interprets censorship as damage and routes around it". I think eventually the same will happen here and Apple will adapt or not.

Last night I updated my spreadsheet that tracks net worth across all accounts and assets. I do follow the market regularly but looking at the numbers in the spread sheet Q over Q was sobering. Hard to see how this continues at current pace and imagine what will happen when it stops. Oh well, back to daily life.

Actually I guess the start of this thread was basically that claim, whoops.