Liberty

Found this company that does basically the Horvath Clock test on your epigenetic material: https://www.mydnage.com/ David Sinclair is on the board of the sister company Zymo Research: https://www.mydnage.com/aboutus https://en.wikipedia.org/wiki/Epigenetic_clock

40-min interview with Kevin Mayer, who oversees Disney+

Matt Ball thread on Stadia:

It means you have to play a different game. If you try to do short-term stuff, it probably won't work. But almost nobody on wall street, quant or old school, is doing long-term investing. Some talk about it, but few do it.

Yeah, I had a look at it, and I can mostly see how he's not talking necessarily about the same things as Walker (ie. a lot of epidemiology is dubious because you can't untangle the variables and confounding factors and there's a lot of bad self-reporting.. See this series on studies... for example, does a cohort that sleep more also has a higher tendency to depression/health problems? Is a cohort that sleeps less, but less sick, skewed by young parents, so benefiting from young age, not less sleep, vs older cohort?). Matt Walker, the head of a sleep lab who knows everybody else doing studies in the field, is likely taking into account more data and more different kinds of sources and weighting them differently based on their strengths and weaknesses, while this dude has never studied the field before and spent some time on Google Scholar for a while, apparently with the explicit goal of contradicting the book (sample bias? cherry picking?)... it’s analogous to going to your doctor and talking about the stuff you googled the night before and claiming you now have expertise. I'd put more weight on mechanistic studies or studies about how humans sleep when they're out in nature without alarm clocks and artificial lights and such, for example, than large scale self-reported surveys with a thousand confounding factors. Anyway, good to raise questions, but I've seen some people jump on this and declare the whole book worthless (probably because they just want to go back to not caring about sleep -- motivated reasoning), which is just bad thinking. Even the WHO sleep epidemic thing.. I've Google many other pre-book references to those terms. There's a lot of people at the WHO. Did they use those words in a conference but not in writing? Is Matt Walker describing their research with different words than them, yet in a fair way? There's a lot of gray zones that could be looked into before calling something made up BS...

4 new acquisitions disclosed: Jonas: https://www.jonassoftware.com/About_Us/Latest_News/Jonas_Software_Acquires_Critical_Impact_Software Harris: https://www.harriscomputer.com/en/news/?data-ipsquote-timestamp=1573016400&article=harris-acquires-bobcad-cam-inc- Volaris: https://its-uk.org.uk/imperial-prepares-for-next-phase-of-growth-by-joining-volaris-group/ Harris: https://www.harriscomputer.com/en/news/?data-ipsquote-timestamp=1574053200&article=harris-public-sector-group-acquires-thomson-reuters-tax-amp-accounting-professionals-government-business h/t @pearnick

https://www.institutionalinvestor.com/article/b1j2j2r6ljl8pf/A-Mysterious-Force-Took-Over-Investing-I-Know-What-It-Is#.XdLLbaRtp48.twitter Interesting read. h/t @kylerhasson

New post: https://brooklyninvestor.blogspot.com/2019/11/what-it-takes-dimon-twitter-etc.html

https://twitter.com/DannyDutch/status/1194886790118809600

Not really, that's an older theory that doesn't seem to be central to it (possibly one aspect of it).

Got my copy of the book today. Looking forward to it.

Thanks for sharing. Curious where you live when you're not in Patagonia?

https://stratechery.com/2019/the-google-squeeze/

Good podcast interview with Daniel Ek: http://investorfieldguide.com/ek/

https://www.wsj.com/articles/amazons-heavy-recruitment-of-chinese-sellers-puts-consumers-at-risk-11573489075

Seriously. These guys are better than Buffett: That's after charging 44% fees or something, yes. But they also capped their funds at a much smaller amount of capital than Buffett... It's all very different, but in the end, both are making tons of money and at the top of their fields.

Akre on Wealthtrack again:

Nothing these guys do is "just" something. Otherwise everybody else would do it.

Negative article about Shopify (for a change): https://www.modernretail.co/platforms/almost-a-scam-as-dtc-brands-grow-shopify-is-struggling-to-keep-up/ h/t Marcelo P. Lima

That's cool. I won't ask about your company just in case that could get you in trouble, but I'm curious to know what you think of the closest analog (bad pun), TXN?

Was it AMD? No. I still work at the company (or rather I should say, I now work there again), so I'd rather not say. Ticker does start with an A though. Followed by a D and an I. That team in Texas that was doing this no longer exists though, they didn't survive the 2000 crash. Oh, so you're an analog engineer. Nice. We should talk about that at some point. Also interesting how management in the space seems to be pretty rational about capital allocation..

Cool stories. Thanks for sharing. I played guitar for a while, but I always was more an appreciator of music than a musician. I think my syneshtesia might make it harder for me to hear/visualize pitch the way others do (it's not so ordered for me, more a jumble of shapes and colors), and that was always a hindrance learning more advanced techniques and figuring things by ear. Oh well ¯\_(ツ)_/¯

Reed Hastings interview (30-mins) at New York Times DealBook Conference – 11/6/2019:

20-min interview of Tobi:

Good news. Potential for more (still limited) access in China. In other news: