Liberty

I've read a few things about proning over the past month.. Seems to be helpful in many cases: https://www.nytimes.com/2020/04/14/nyregion/new-york-coronavirus.html

Well, it is somehow comforting that even billionaires have crappy webcams, microphones, and have connections that drop a lot of packets. Bill Gates is the only one I've seen that has a professional-looking home setup. Looked better than the TV anchor setups, actually..

It's starting to happen, finally:

Haven't looked at this in a while.. Trading at 91 cents, $52m market cap, trading about where it was in 2003. Another business model that looked great on paper (70% FCF margins a while ago, no capex, etc), but the flaw was that it was operating on top of an industry that was very unpredictable and tied to commodity prices.

Diller interview:

Shareholder letter is out: https://ir.aboutamazon.com/files/doc_financials/2020/ar/2019-Shareholder-Letter.pdf

Barry Diller interview, his thoughts on COVID19:

Barry Diller interview on CNBC this morning:

https://www.nature.com/articles/s41591-020-0820-9/source Also: https://www.factcheck.org/2020/04/factchecking-trumps-attack-on-the-who/

Thread:

https://www.businesswire.com/news/home/20200415005708/en/HEICO-Corporation-COVID-19-Views-Outlook-Update Posted some highlights here:

Maybe it's because they have stronger immune systems due to living in squalor and unsanitary conditions? More likely that they aren't getting tested, don't get medical care, or their deaths/illnesses don't get reported as COVID deaths than some super-immune system.

That boat has sailed decades ago. Not going to happen, not from the banks anyway.

https://www.lesswrong.com/posts/3yCcdg7DQQnfqZoax/far-ultraviolet-light-in-public-spaces-to-fight-pandemic-is Also: https://www.cnbc.com/2020/04/15/bill-gates-calls-trumps-decision-to-halt-funding-for-who-dangerous.html

https://www.nejm.org/doi/full/10.1056/NEJMoa2006100

https://www.newsweek.com/stimulus-checks-may-delayed-trump-requires-us-treasury-print-his-name-them-1497916

Thread: Also: https://www.vox.com/2020/4/14/21219021/scott-gottlieb-coronavirus-covid-19-social-distancing-economy-recession Also: https://nypost.com/2020/04/13/virginia-pastor-who-held-packed-church-service-dies-of-coronavirus/

Herr Dictator announced: "The beatings will continue until morale improves." Trump, Feb. 28: "The press is in hysteria mode" over coronavirus. Trump video, April 13: "The media minimized the risk from the start."

"The council, which is not expected to include health officials" https://apnews.com/2bead1fe5861efed1342f426a0f5044b

https://arstechnica.com/tech-policy/2020/04/trump-claims-total-authority-to-override-governors-force-states-to-reopen/

Only the best people:

Podcast interview with Scott Gottlieb: https://getpodcast.com/p/ezraklein/ezraklein_scott-gottlieb-on-how-and-when-to-end-social-distancing_7ad7756b6e

Hiring another 75k, on top of the 100k last month: https://www.cnbc.com/2020/04/13/amazon-hiring-75000-more-workers-as-demand-rises-due-to-coronavirus.html

Thread from doctor: