Liberty

Piece by Bill Gates: https://www.nejm.org/doi/full/10.1056/NEJMp2003762 Meanwhile, Pence has already started the clamp down: https://thehill.com/homenews/media/485147-rep-garamendi-nih-director-fauci-cancelled-on-five-sunday-talk-shows-after

This is what a competent response looks like: https://www.cnbc.com/2020/02/28/trump-chief-of-staff-mulvaney-suggests-people-ignore-coronavirus-news-to-calm-markets.html

This is Michael Lewis’ Fifth Risk:

Q4: http://investors.thetradedesk.com/news-releases/news-release-details/trade-desk-reports-fourth-quarter-and-fiscal-year-2019-financial revenues: +35%, EBITDA margins 39%, Connected TV +100%, audio +185%, retention: 95%+

The CEO of a company isn't in the R&D lab or on the factory floor or doing sales call or doing building maintenance (most of the time) either, but do you think it doesn't matter who the one making the decisions, picking the team and allocating resources is?

So he can't make decisions based on what people below him tell him? And that's good? Or he can make decisions...? So you think he's the right person to make those decisions? Seems like either way, he's the wrong person for the job.

Yeah, the question is more, will they be allowed to do their jobs, or will they be vetoed for political reasons. It's not a good sign when they tell scientists that they can't say anything without being cleared by the White House and when Trump publicly contradicts the CDC and WHO...

Yeah, he's clearly the fall guy. Trump said things were fine, so if things turn out not too bad, he can say he was right. If they get bad, he can blame Pence. It's 100% consistent with his M.O. Anything goes well, it's him, anything goes bad, it's someone else around him that he now "barely knows" and that "begged him for the job"...

It's not personal, I'm anti-stupidity and anti-corruption generally. Can you stop bringing the thread off-topic now please?

Yes, their hate is starting to show. ;) Can't point out that the coronavirus czar is incompetent in the coronavirus thread because it's inconvenient to your politics? You're the one looking at this through a political lens. We're looking at it through a scientific one.

Yeah, guy who said around 2000 that smoking doesn't kill, and let an AIDS situation get out of hand in his state, likely because of his anti-science views... Just the guy to put in charge.

I guess ZINC's management read this article and applied it. So the conclusion is there should be more companies like ZINC... Maybe these guys should read Kahneman and Tversky. There's a lot more at play than incentive strutures. Not really.

"WASHINGTON — The White House moved on Thursday to tighten control of coronavirus messaging by government health officials and scientists, directing them to clear all statements and public appearance with the office of Vice President Mike Pence .."

"Real-world" speed test of iPhone 6s vs iPhone 11 Pro: Shows progress in recent years.

Three new acquisitions: Jonas: https://www.jonassoftware.com/About_Us/Latest_News/Jonas_Software_Acquires_Club_Caddie_Inc Volaris: https://www.volarisgroup.com/news/article/volaris-group-acquires-MUSAC Perseus: https://www.prweb.com/releases/constellation_web_solutions_acquires_enterprise_business_from_web_com/prweb16942703.htm h/t @pearnick

Probably already posted, but if not: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html

https://hbr.org/amp/2020/03/your-company-is-too-risk-averse Interesting piece.

The cases that make it to the hospital or are diagnosed clinically are the worst ones. So 2% of those isn't 2% of ALL cases. A lot of people get a mild form, stay home with a fever, and recover. Not all those will get diagnosed and counted.

Thread: https://virologydownunder.com/so-you-think-youve-about-to-be-in-a-pandemic/

And if you are in the truckers rear blind spot then you are blind as well. You can't see what happens in front of the truck and you won't know if he is about to slam on his breaks until after he does so, add in your reaction time and a crash is hard to avoid. More reasons why we need self-driving trucks with 360-degree cameras, ultrasonics, radars, and V2V coms.

Seems to me like that's in good part a factor of size. In 2018 they had Acceo, which was probably at a higher multiple (but they used some leverage on it). 2019 they had no large transactions, so more small ones that tend to be at lower multiples.

Definitely. And next year Q1 and Q2's earnings will look amazing in comparison... Market right now seems to be expecting these warnings, so we'll see what their magnitude is and how the market reacts.

That was my first thought.. Either he's ill, or he's running for president ¯\_(ツ)_/¯

Down 18% after hours.. https://investors.smiledirectclub.com/news-releases/news-release-details/smile-direct-club-reports-fourth-quarter-and-full-year-2019

Q4: https://www.businesswire.com/news/home/20200225006037/en/ "First Quarter of Fiscal 2020 Net Income up 54% on Operating Income Increase of 13% and Net Sales Increase of 9%... operating margin improved to 21.9%.. cash flow increasing 64%"