Liberty

Sounds like this is a crypto mining phenomenon at the current time: http://www.cnbc.com/2017/06/06/amd-surges-because-bitcoin-miners-need-its-graphics-cards.html

Data errors. I think AMZN and GOOG were both down over 80% on some feeds... Update: https://www.bloomberg.com/news/articles/2017-07-04/nasdaq-stocks-show-exaggerated-movements-in-after-hours-trading

Brand is very important in a commodity business like oil, right?

Book mostly about Uber and Airbnb. Just started it, in good part because I like the author. https://www.amazon.com/Upstarts-Airbnb-Companies-Silicon-Changing/dp/0316396818

Not to open too big a tangent, but what has her experience been with Twitch? What is her opinion of the co and of the direction the medium is going? Thanks.

http://www.cnbc.com/2017/06/30/warren-buffett-just-made-a-quick-12-billion-on-bank-of-america.html

Interesting writeup about Charter and an indirect way to see how much buybacks they're doing on a monthly basis: http://www.yetanothervalueblog.com/2017/06/charter-levered-return-of-capital-story.html

Ben Thompson on the EU’s Google fine, and how antitrust might work in the age of “digital monopolies”: https://stratechery.com/2017/ends-means-and-antitrust/

Pandora CEO stepping down: https://www.recode.net/2017/6/25/15871686/pandora-ceo-tim-westergren-steps-down-sirius

Just read it. Interesting take, thanks. Edit: btw, Marc Cohodes complimented you:

Well, the story isn't over yet. With 20%+ of GDP related to housing, with houses over a million dollars in two of the most populated areas, household debts at record levels, an economy still very dependent on a few other sectors that aren''t doing too well, etc..

To me, this is a very odd thing to say when we're in the middle of a massive housing bubble, when--in a world where houses are considered affordable at three times income and grossly unaffordable at five--houses in Vancouver are going for eleven or twelve. Canadians pay high fees because of the oligopoly. That's how the banks make money. We're always way behind the US in getting lower cost options and nice incentives on things like credit cards...

Isn't the main difference that most other currencies are being used and most cryptocurrencies are being bought to speculate at the present time? Seems like that changes the analysis when comparing BTC to M2 as a TAM or whatever...

Getting the equity at a 36% discount and lending at 9.5% isn't exactly saying that brk has high confidence, but I'm still very surprised by this.

So it was you moving it up 3%. Mad volume, bro :P

Thanks John, and thanks Joel. I've also appreciated your writings I've the years.

Another one: CSU: "Volaris acquires the assets of Onshore Development Inc., doing business as WebCheckout" http://www.marketwired.com/press-release/volaris-group-welcomes-webcheckout-to-asset-management-vertical-2222907.htm

Scott Forstall on the creation of the iPhone: https://m.imore.com/watch-scott-forstall-and-early-iphone-engineers-live-now

Good food for thought (accidental pun).

Ben Thompson on AMZN-WFM: https://stratechery.com/2017/amazons-new-customer/

http://features.texasmonthly.com/editorial/shelf-life-john-mackey/

WFM break fee is $400m. https://www.sec.gov/Archives/edgar/data/1018724/000119312517205287/d352949d8k.htm

https://www.gwinvestors.com/2017/06/16/battle-whole-foods-isnt/

If the rumor that Amazon is interested in Slack is correct, it could mean a change of M&A strategy.

https://www.bloomberg.com/news/articles/2017-06-16/amazon-to-acquire-whole-foods-in-13-7-billion-bet-on-groceries