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Liberty

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Everything posted by Liberty

  1. They already have a certificate that is valid. It's probably just a setting in the board software that needs to be turned on so that it defaults to HTTPS (probably dynamically changing all the navigation links, which are currently HTTP).
  2. https://www.reuters.com/article/us-fitbit-m-a-alphabet-exclusive/exclusive-google-owner-alphabet-in-bid-to-buy-fitbit-idUSKBN1X71NY
  3. https://www.reuters.com/article/us-fitbit-m-a-alphabet-exclusive/exclusive-google-owner-alphabet-in-bid-to-buy-fitbit-idUSKBN1X71NY
  4. https://traviswiedower.com/2019/10/28/shopify-and-its-strong-competitive-advantages-continue-to-take-market-share/
  5. I enjoyed this interview with Gary Marcus: https://lexfridman.com/gary-marcus/
  6. It's all about how rational the competition is, and how hard/attractive it is for new entrants (who could be less rational and disturb the equilibrium).
  7. https://www.defense.gov/Newsroom/Releases/Release/Article/1999651/dod-announces-enterprise-general-purpose-cloud-contract-award/ MSFT won JEDI
  8. Up another 9-10% today... Impressive how quickly it whips around. Not that long ago that the sentiment was that it was all over and going down...
  9. Visa Q3: https://s1.q4cdn.com/050606653/files/doc_financials/2019/q4/Visa-Inc.-Q4-2019-Financial-Results-Presentation.pdf
  10. AMZN Q3: https://ir.aboutamazon.com/static-files/d64e9d9c-5a2f-4505-9776-55f351fe4243
  11. If the price got low enough, they might try. Maybe buy some stock if the company isn't open to a sale of the whole thing. But the price would have to be right... Best chance is if it gets really distressed, scaring away most other bidders. But that's a long shot.
  12. I don't remember. Maybe it was a comment at the AGM? ¯\_(ツ)_/¯
  13. Mark Leonard has been complimentary about this company in the past.
  14. +20% after hours. Shorting is hard.
  15. https://www.cnbc.com/2019/10/23/amazon-acquires-digital-health-start-up-health-navigator.html
  16. It’s always worrisome, if the guy running the numbers decides it’s not worth it. I mean, it also was kind of a red flag that the company lost 99.8% of its value in the past few years, but that's not positive either...
  17. Seems unlikely the CFO would resign if there was a great deal anywhere near on the horizon.
  18. Looks like a big acquisition in Brazil for Volaris: https://berkerynoyes.com/berkery-noyes-represents-apdata-in-its-sale-to-volaris-group-a-constellation-software-company/ h/t @pearnick ACCEO had around 1000 employees, so that's almost half as big on that metric. More context on potential size:
  19. Acquisition in New Zealand by Jonas: https://www.pacsoftmms.com/jonas-software-acquires-marina-management-experts-pacsoft/ h/t @pearnick
  20. Things should start to improve from here. A few weeks ago, Trump issued an executive order or something like that to prevent the climate change scientists to review and approve their own funding, which makes total sense to me as it is a conflict of interest. As long as someone can review his own research grant, his research will never end in an objective way. No one wants to lose his job by losing his grant. So people with expertise in biology shouldn't review biology research grants? Medical doctors shouldn't review medical research? Surgeons shouldn't review new procedures? Physicists shouldn't review CERN proposals? Engineers shouldn't review engineering R&D projects? I'm sure this isn't just an executive order that was written by fossil fuel lobbyists and put on his desk... Gotta love the shameless double-standard of cranking skepticism to 11 when it comes to scientists, people not known to be chasing money and power and usually constantly trying to scrape by some funding for research, people who write down everything they do black on white for anyone to look at and understand/criticize, while trusting politicians getting hundreds of millions from people who have a direct financial interests worth hundreds of billions in delaying and denying any restriction on pollution. Very dishonest.
  21. This should keep you busy for a while if you follow the links: https://en.wikipedia.org/wiki/Climate_change
  22. 12-min interview with Barry Diller: https://finance.yahoo.com/video/media-mogul-barry-diller-match-121451284.html h/t Jerry Capital
  23. Volaris acquisition in the UK: https://www.volarisgroup.com/news/article/volaris-group-acquires-worldwide-chain-stores Zoominfo shows 42 employees and $8.1M revenues h/t @pearnick
  24. https://www.eetimes.com/author.asp?section_id=36&doc_id=1335190# "Can an AI Learn to Draw?"
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