Liberty

This is a bit different, but I thought this interview with Tom Catena, a MD doing medicine in Soudan, was pretty amazing: https://peterattiamd.com/tomcatena/ The topic might not interest you at first glance, but give it a try, at least 10-15 minutes.

https://stratechery.com/2020/visa-plaid-networks-and-jobs/

It was also a completely different business with different end-state economics (the retail part, AWS at the time was nothing). But definitely some of the same dynamics (investments in growth and underpricing to accelerate growth masking true earning power).

Scuttleblurb analysis of WIX and SHOP (subscription required): https://www.scuttleblurb.com/shop-wix/

One at TSS, one at Volaris: https://www.totalspecificsolutions.com/about-us/transaction-updates?tid=53 https://www.volarisgroup.com/news/article/tribute-inc-joins-volaris-group h/t @pearnick

$100 in NYC or $50 elsewhere. I agree it’s an inevitable expense, like utilities. What really surprises me is the fact that people think they are being overcharged for high speed broadband and that it is expensive. I think this is just carryover from the days when cable was raping everyone, they are conditioned to believe that cable is always a rip-off. To me 60-80 bucks for 100-200 mbps, and all the utility that comes with it is a bargain. In my house you have at least 15-20 man hours of use on a weekday and much more than that on weekends or days off. Cable t.v was/is a rip-off (and it's mostly the content producers doing the the ripping off) but fixed broadband offers tremendous value imo. Yeah, broadband, like smartphones, is one of the most under-priced products on the market today.

Two more acquisitions: https://www.totalspecificsolutions.com/about-us/transaction-updates?tid=52 https://www.volarisgroup.com/construction h/t @pearnick

Liberty, Thanks for all the bringing all the sleep resources into this thread. Very helpful. I know you have mentioned something about Vitamin D. Could you please share any resources that you found helpful in this area? I mostly follow the evolutionary logic that it is best to be in line with whatever humans have evolved over the thousands of years. This goes for both diet and sleep as well and your thinking seems to be similar as well. What I do not understand with Vitamin D debate is how we might not be getting enough of it. Is it related to not being as much outdoors? Sorry for the diversion, but if you want me to send a PM, I would do so. Thanks Vinod Indeed, we're indoors a lot more, wear more clothes, many of us live at higher latitudes than is ideal, etc. We also produce less of it as we age. Ideally, you'd get a blood test to see your serum levels and then take supplementation to bring your levels to within the optimal range (take gelcaps - not dry tablets - at mealtime, as it is fat-soluble and better absorbed with food). I don't have the studies and research I did at the time handy, but that should all be fairly easy to find. I take 5,000 UI/day during the summer and 6-8,000 UI/day during the winter (I'm a 6'1" male in Canada, YMMV).

Charter has taken its speeds from tens of megabits a few years ago to hundreds minimum now, with 1 gbits capability over almost all its footprint, and a pathway to 10gbits soon, as well as going all digital on the old TWC footprint. All these investments are not nothing and improve quality to the customers. The same with in-sourcing call centers and service technicians, etc. If all this isn't worth more, I don't know what is. Most of the price increases come from the video content producers, though, but there's pressure there and that'll stop soon. Charter is one of the players that has been holding back on price a lot in recent years, Rutledge prefers going for volume than pricing. But they certainly have invested enough in the network to justify some pricing down the road.

A few ones I heard recently: Two on sugar/fructose and impacts on metabolic syndrome, NAFLD, diabetes, various diseases, etc: https://peterattiamd.com/roblustig/ https://peterattiamd.com/rickjohnson/ Two on nuclear fusion: http://omegataupodcast.net/22-nuclear-fusion-at-mpi-fur-plasmaphysik/ http://omegataupodcast.net/157-fusion-at-iter/

Does it get you a good company, though?

Volaris acquisition in Brazil: https://www.volarisgroup.com/news/article/volaris-group-acquires-dealernet-brazil H/t @pearnick

Matthew Walker recent post responding to some of the questions/criticisms: https://sleepdiplomat.wordpress.com/2019/12/19/why-we-sleep-responses-to-questions-from-readers/

Trust is a seed that must be planted early and watered along the way for it to grow!

Volaris acquisition: https://www.volarisgroup.com/news/article/volaris-acquires-lifecycle-software

New acquisition at ETG: https://www.marketscreener.com/HEICO-CORPORATION-12898/news/HEICO-Subsidiary-Buys-Preeminent-Aircraft-Panel-Product-Line-29796896/

New acquisition: https://www.precisionfarmingdealer.com/articles/4160-charter-software-inc-acquired-by-constellation-software

He once said that 100% of his portfolio was in ALS (if I remember correctly), so that would both explain not participating in much else and the unusually intense attachment to the company.

I haven't read the article, but based on that quote, the premise seems to be false. This seems to equate engineering and innovation with big step changes. These are rare, and most of innovation and engineering has always been more iterative and incremental. Some look down on that, but that's where a lot of progress comes from, and the problems can be just as hard as anything out there even if the results aren't always as flashy. People overrated novelty, and underrate making stuff just better and cheaper and more efficient and scale... I think the point of the quote is that as management / ownership views engineering as more of a cost center and less of a source of revenue growth, they begin to minimize the importance and capital allocated to engineering, focusing instead on minimizing costs throughout the value chain to improve profitability. This. If that's what it is, then it's obviously a problem. But that's not quite what I got from the quote. ¯\_(ツ)_/¯

I don't think that's what it was.

The equity has melted 99.5% since 2012. Bankruptcy isn't the *only* bad thing that can happen...

How's your forecasting track record so far in this thread?

Or maybe he sold the stock... ¯\_(ツ)_/¯ Personally, I hope that's what it is and that nothing has happened to him... His account shows he's been logging into the site, last time on Dec 26, so I'd guess he's ok.

Greg Maffei on 5G:

Or maybe he sold the stock... ¯\_(ツ)_/¯