Liberty

Very interesting read. Long, but thought-provoking: https://www.matthewball.vc/all/applemetaverse

Volaris acquired SoftChalk LLC (U.S.) "a provider of educational content authoring software" "The SoftChalk platform enables instructors to develop custom course materials and deliver interactive content to students." Founded in 2002 24 employees (Zoominfo) h/t @pearnick & @adrivalue

Jonas acquired C-SAM Ltd (UK) “an industry leader and innovator in specialist asset management solutions for the international oil and gas and marine industries.” Founded in 2000 100+ clients 500,000+ Assets Tracked 25+ Countries 19 employees h/t @pearnick

Glad you like it. It's my main tool for financial data, has been that way for a couple years.

Jason Zweig: https://www.wsj.com/articles/cathie-wood-is-wall-streets-hottest-hand-maybe-too-hot-11612544044

So Koyfin just got transcripts! I know many will find that useful: https://www.koyfin.com/help/release-notes/release-v3-2/

Dutch feature on Topicus (can translate with google translate): https://www.destentor.nl/lochem/voor-de-oprichters-van-het-deventer-topicus-rinkelt-nu-de-kassa~a5dc4d2a/

https://zeynep.substack.com/p/why-you-should-take-any-vaccine

New interview by Druck:

?

Topicus started trading today. Also: "Volaris acquired ConWX ApS (Denmark) "a range of advanced weather and energy forecasting services, especially for wind and solar power energy providers." "forecasted more than 30k facilities in +50 countries with an installed capacity of +116 GW of wind and solar" 18 employees" h/t @pearnick

https://www.nzscapital.com/news/us-semi I thought this was a good read.

https://sixcolors.com/post/2021/01/apple-in-2020-the-six-colors-report-card/

Good read on vitamin D and COVID19: https://peterattiamd.com/does-vitamin-d-deficiency-raise-covid-19-risk/

"At some point, enough quantity becomes qualitative"

Loved this description. With the DOXXING of DeepF---Value as a CFA, investment advisor, and value investor, does this change your opinion at all? This seems to be a deep value play by DFV, Scion, Chewy guy, combined by some reckless shorts more than a pump-and-dump. I don't think it changes anything. It's not about how it started, it's about what it became... We've never had this kind of thing before, it was impossible to rapidly coordinate so many people and keep them engaged and bought in a project and recruiting a large flow of new adherents. Totally uncharted territory.

I wrote some thoughts about WSB/GME in the intro of this, if anyone is interesting: https://libertyrpf.substack.com/p/84-my-thoughts-on-wsb-phenomenon

I posted some thoughts on the WSB/GME phenomenon in the intro of this: https://libertyrpf.substack.com/p/84-my-thoughts-on-wsb-phenomenon

New J&N vaccine seems less effective at preventing infection than the mRNA vaccines, but still seems quite effective at preventing severe forms of the disease: "Not a single person who got the JNJ vaccine, and had illness after four weeks, ended up in the hospital." Another nice weapon in the arsenal.

From RH's point of view, traders are counterparties, so if they blow up on leveraged deep out-of-the-money impossibly volatile options, they could be left holding the bag. Seems to me like the solution is to increase margin requirements, not stop trading. I think they'll get a lot of blowback on this and it wasn't the right approach, but I also don't know what talks they've been having with regulators, so we can only guess what is going on behind the scenes.

Here's one for you flywheel fans: The more WSB's stunts work, the more people hear about them. The bigger the WSB forums gets (gained over 1.3m members in a couple days, and lots of non-registered lurkers), the bigger the stunts they can pull become. Rinse & repeat.

It's a good move out of precaution, but my guess is that many of those doses will end up being donated to Nicaragua, Venezuela, or some place like that. In total, the new order of 100m + 100m doses will take the United States up to a total of 600m doses for a country of 330m people. That would be a ~90% vaccination rate, which would be outstanding (and implausible). My guess is that, in our wildest dreams, only 70% get vaccinated which would require about 460m doses. Time will tell, and it is better to have too much rather than not enough. SJ There's wastage, and the cost is minimal vs the cost of even just 1 extra day of the pandemic, so it's totally rational to over-order a bunch of doses, especially since you can be sure that one of the suppliers won't have a manufacturing SNAFU or whatever. Great if they end up helping poorer countries, foreign aid is great too, but from a humanitarian point of view, and as a way to build soft power in the world. Meanwhile: "Oklahoma trying to return its $2m stockpile of hydroxychloroquine" https://www.readfrontier.org/stories/oklahoma-trying-to-return-its-2m-stockpile-of-hydroxychloroquine/

Feds order 100m extra doses of Pfizer, 100m doses of Moderna. Good move. https://www.cnbc.com/2021/01/26/biden-administration-orders-additional-200-million-doses-of-vaccine.html

Another pretty strong quarter, with Azure up 50% and DEPS +31%. https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q2/press-release-webcast I posted some of my highlights from the quarter in this thread:

New one at Vela: https://im-mining.com/2021/01/23/centric-mining-systems-acquired-datamine/