Liberty

Thanks for sharing your experience, randallchsu. Always nice to hear directly from a customer of the company.

LOL what about the guy in the pilot's seat on the rocket module trying to land it. What about the guy driving the roadster!

JD was mentioned in a recent Saber Capital presentation at Google (John Huber): sabercapitalmgt.com/wp-content/uploads/2018/02/Saber-Capital-Talk-at-Google.pdf More John can be found here: basehitinvesting.com

The platform is a drone ship, nobody's on board.

https://daringfireball.net/2018/02/homepod

Live view of the car:

"I can't believe what I just saw" Insane:

https://stratechery.com/2018/apples-middle-age/

You gotta admit, this is some seriously cool stuff happening today:

Ian Cummings has died: https://www.sltrib.com/news/business/2018/02/02/financier-utah-ski-resort-owner-and-democratic-activist-ian-cumming-dies-in-wyoming-at-age-77/

I'm enjoying the new documentary series on Netflix, 'Dirty Money'. Only seen a couple, though: ep 1 is on the VW diesel scandal, and ep 3 is on Valeant.

Scene straight out of the big short: https://www.bloomberg.com/news/articles/2018-02-01/a-bitcoin-conference-rented-a-miami-strip-club-regrets-ensued

https://www.bloomberg.com/news/articles/2018-02-02/bofa-to-decline-all-cryptocurrency-transactions-on-credit-cards

https://www.scuttleblurb.com/msft/ (sub required)

Vodafone in talks to buy Liberty Global assets https://www.reuters.com/article/us-vodafone-m-a-liberty-global/vodafone-in-talks-to-buy-liberty-global-assets-idUSKBN1FM24W

Q4: https://s1.q4cdn.com/050606653/files/doc_financials/2018/Q1/Visa-Inc.-Q1-2018-Financial-Results.pdf https://s1.q4cdn.com/050606653/files/doc_financials/2018/Q1/Visa-Inc.-Q1-2018-Financial-Results-Conference-Call-Presentation.pdf EPS +25%

Q4: phx.corporate-ir.net/phoenix.zhtml?c=176060&p=irol-newsArticle&ID=2329886

Isn't GBTC selling way above NAV (net asset value)? Any investment you buy should be something you understand and are comfortable with. Not because someone on some forum told you to. You don't know us, some of us might sound convincing, but maybe we have no idea what we're talking about. But your money is real and I'm sure you worked hard for it. Don't fall for FOMO (fear of missing out), it usually ends badly.

Yeah, they're cooking. The market is a big tailwind, though.

Nobody can tell you that. Be very skeptical of anyone who says they can.

https://twitter.com/prestonjbyrne/status/959120498381787136 https://twitter.com/prestonjbyrne/status/959120951597326338 https://twitter.com/prestonjbyrne/status/959122421856067585

That's the crux of the matter, IMO. But the next level down is to ask whether he's a great CEO at accomplishing his goals, which might be different from those of most shareholders. I think he cares more about the tech than about per share value, something that many on wall street can't wrap their heads around because someone who doesn't put personal net worth above all else is an enigma to them. F.ex. Wall Street makes a huge deal of how he keeps missing his (self-imposed) dealines. But Elon probably knows that the crazy deadlines makes things move much faster than if he had given more realistic targets to his people, so the net result is worth it to him since he's got basically multi-decade ambition, so the pace is very important if he wants to get to his goals (EVs everywhere, space-faring civilization, ubiquitous clean energy generation, safe AI, whatever).

They're really on a roll at this point: “Perseus has purchased Real Estate Digital LLC from Xome Holdings, excluding its reDataVault product which will be retained by Xome” https://globenewswire.com/news-release/2018/02/01/1330292/0/en/Constellation-Software-s-Perseus-Operating-Group-Completes-Acquisition-of-Real-Estate-Digital.html