Liberty

Yeah, I'm sure it's robinhood retail traders who are the main moving force for the price of this $420bn market cap company. Apple too, I'm sure. Yes agree of course it isn’t just Robinhood folks moving this with their own tiny capital - but think we can both agree with the level of algorithmic trading, Trend following and momentum strategies out there.....that a wave of retail mania is amplified by institutional money such that it can feed on itself and get a Tesla situation Of course it's a hot stock, but the narrative about Elon Musk taking advantage of Robinhood traders is just pointless bitterness. Sometimes things you don't like will go up, sometimes things you like will go down. No need to find villains and blame day traders/algos/momo/market makers/the fed/etc. It all sounds too much like #BagholderQuotes

I enjoyed this interview with Matthew Walker about sleep science: https://peterattiamd.com/matthewwalker4/

Yeah, amazing stuff. Last night wife and I watched episode 1 of this NHK documentary. Followed Miyazaki during the early days of the making of Ponyo. Really great to see his creative process, and to realize how much of it is coming straight out of his head and drawings: https://www3.nhk.or.jp/nhkworld/en/ondemand/program/video/10yearshayaomiyazaki/?type=tvEpisode&

Yeah, I'm sure it's robinhood retail traders who are the main moving force for the price of this $420bn market cap company. Apple too, I'm sure.

It would still be valuable, but A LOT less. A LOT. TikTok basically is its algo. It's not based nearly as much on a social graph or an interest graph as other social media companies. The algo does all the heavy lifting.

It seems to me the most logical approach for an offender is to reduce the weight of ICE cars not necessarely going the electric route. Much faster to implement. BeerBaron But also a deadend longer term. They need to get serious about EVs, or they'll be left behind more than they already have been.

New acquisition at Vela: https://velasoftwaregroup.com/vela-acquires-navarik/ One by Harris in France: https://www.harriscomputer.com/en/news/?data-ipsquote-timestamp=1598932800&article=harris-acquires-everwin-sas-harris-acquiert-everwin-sas "150 employees 3700 clients 9 regional branches 25 years experience €14.9M revenues and profitable" h/t @pearnick

Exactly what I was thinking. Raising capital now would INCREASE the value of the stock because it would derisk it and decrease uncertainty. It would be reflexivity 101. Musk should raise $25bn and increase the pace of all his projects. That didn’t take long. $5bn is a start I guess.

https://www.cnbc.com/2020/08/31/white-house-suppressed-coronavirus-reports-and-downplayed-virus-house-panel-says.html

Exactly what I was thinking. Raising capital now would INCREASE the value of the stock because it would derisk it and decrease uncertainty. It would be reflexivity 101. Musk should raise $25bn and increase the pace of all his projects.

Been going through the Miyazaki movies for the first time with my family. So far it's all been big hits, awesome stuff. In order: Ponyo (2008), My Neighbor Totoro (1988), Kiki's Delivery Service (1989) and The Cat Returns (2003?). Highly recommended, especially if you have young kids. This page gives an idea of what movies are good for what age range: https://offspring.lifehacker.com/how-to-introduce-your-kid-to-studio-ghibli-1825737607

Is he the guy that used to have a blog called AboveAverageOdds ? I lost so much money following some of his recommendations in my earlier years of investing...

https://www.cnbc.com/2020/08/31/amazon-prime-now-drone-delivery-fleet-gets-faa-approval.html

Are pedophile cannibals involved?

https://www.cnbc.com/2020/08/31/tiktok-deal-to-sell-us-business-could-be-announced-as-soon-as-tomorrow.html

New interview with Walker: https://peterattiamd.com/matthewwalker4/

The impact will be big of the FB Audience Network. I wrote about it a little here, first item after the intro: https://libertyrpf.substack.com/p/18-my-thoughts-on-spotify-and-podcasting

They probably think they can reduce labor costs with Go style automation, and it's not the margins that matter, it's the ROIC. If you can get lots of turns of inventory and huge revenues out of it, it can move the needle. It's a large enough market to matter to a company of Amazon's size.

I wrote a little about TikTok here (too many twists to keep track of): https://libertyrpf.substack.com/p/18-my-thoughts-on-spotify-and-podcasting Basically so far we know that interested bidders include(d): Microsoft, Google, Walmart, Oracle, and Softbank.

https://www.reuters.com/article/us-amazon-com-daimler-electric-vehicles/amazon-orders-1800-mercedes-benz-electric-vans-for-european-deliveries-idUSKBN25O0TC

https://www.thewrap.com/oracle-nears-20-billion-tiktok-deal-with-white-house-support-exclusive/

Getting deeper into groceries, and fitness wearables: https://www.cnbc.com/2020/08/27/amazon-expands-beyond-whole-foods-with-fresh-grocery-store-chain.html https://www.businesswire.com/news/home/20200827005453/en/Introducing-Amazon-Halo-Amazon-Halo-Band%E2%80%94A-New

Here's the exact numbers from the court filing:

New acquisition at Vela, in Australia this time: https://velasoftwaregroup.com/vela-acquires-assets-of-krisp-systems/ h/t @pearnick