Liberty

My bad, I CMD-F'ed the thread for the link and it didn't show. You're too fancy with your linked words. Nobody has the time to read everything... Was planning to come back at some point to this thread, but wanted to include this for others who might find it interesting in the meantime.

The short thesis: https://hindenburgresearch.com/smiledirectclub:-moving-fast-and-breaking-things-in-peoples-mouths/

New one at Harris: https://www.bcms.com/gb/en-gb/article/canadian-investor-acquires-uk-healthcare-it-integrator-quicksilva h/t @pearnick Update: Another one at Harris, this one in Wyoming: https://www.harriscomputer.com/en/news/?data-ipsquote-timestamp=1570420800&article=harris-healthcare-acquires-connecture-inc- h/t @pearnick

Acquisition at Vela: https://velasoftwaregroup.com/vela-software-acquires-mosaic/ h/t @pearnick

Have fun!

Another good one by Housel: https://www.collaborativefund.com/blog/three-big-things-the-most-important-forces-shaping-the-world/

This is "the perfect trade"? I guess we live in a world of hyperbole...

Microsoft has already tried paying users to use its service (Bing had a reward program). Didn't seem like it attracted enough people to make a dent in the non-paying products...

agree. but since each individual is part of a platform network and that network is monetizing the aggregate, each individual should get his/her proportionate share of the aggregate value You get a service in exchange. Don't use the service and they don't get your data. I'm not saying there aren't issue with how the data is collected, what is done with it, security, creepiness, data portability, etc. That's all discussions that should be had. But the whole "I should be paid for my data" idea is a misunderstanding of the situation, mostly driven by greed, because people think their data is more valuable than it is, and because they fail to realize that the free service they're getting is providing them with a ton of consumer surplus over the value of their individual data. Also: https://stratechery.com/2018/data-factories/

One person’s data is worthless. It’s only worth something in very large aggregate.

Harris acquisition in Quebec: https://doc.logilys.com/nouvelles/Press_Release_AN_OFFICIAL.pdf H/t @pearnick

You're not following the right people and/or muting the right keywords, then. Twitter is whatever you make of it, very maleable. I agree with you re: Twitter malleability. The problem comes when someone comments on a Trump Tweet, or one posted by a sycophant of his. I can't resist the urge to troll him (I know, grow up). I'd just love to be the guy who pushed him over the edge & I expect to be 1 of the 1st doors to get kicked in if the purges come about. Other than that, nearly all of the people I follow are very gracious & patient with my questionable contributions on financial discussions. The problem is with you, not them. You can't control others, but you can control yourself. Work on self-control skill. I'm not saying it's easy, but it's something to aim for (goals are more directions than destinations). And/or, mute the word "Trump". Problem solved.

New one at Jonas: https://www.jonassoftware.com/About_Us/Latest_News/Jonas_Software_Announces_Acquisition_GuestVision h/t @pearnick

You're not following the right people and/or muting the right keywords, then. Twitter is whatever you make of it, very maleable.

https://www.cnbc.com/2019/10/01/charles-schwab-is-eliminating-online-commissions-for-trading-in-us-stocks-and-etfs.html "Charles Schwab said on Tuesday that it is ending commissions for online trading.... Shares of Schwab fell 5% in premarket... TD Ameritrade plummeted more than 16%, ... ETrade shares cratered more than 14% in premarket trading." [iBKR -4.7%]

New acquisition by Harris in Austria: https://www.mquadr.at/en/news-19100100,mquadr.at-is-now-part-of-the-Harris-group h/t @pearnick

btw: I just didn't want to start a new topic, the post wasn't really in reply to anything in this thread specifically.

New post by the always thoughtful Brooklyn Investor: http://brooklyninvestor.blogspot.com/2019/09/bubble-yet.html

https://www.ametek.com/pressreleases/news/2019/september/ametek-acquire-gatan "AMETEK to Acquire Gatan from Roper Technologies" (all-cash transaction valued at $925 million for the electron microscopy business)

Both these were great. Two others that he did away from finance and that introduced me to two fascinating people are his interviews with Jocko Willink (ex-Navy SEAL, has his own great podcast where he reads from military history books, amazing stuff, start chronologically) and Peter Attia (who I've already mentioned here often). Jocko Willink being interviewed by Patrick O'Shaughnessy sounds interesting, but I couldn't find that episode. Did it happen? Wow, I think I dreamed it... I could swear I had first heard of Jocko via Patrick, maybe some other guest mentioned him? But it's probably just my memory failing me... I know he's done interviews with Tim Ferriss and maybe Joe Rogan before starting his own podcast, so maybe that's what I was thinking of.

Both these were great. Two others that he did away from finance and that introduced me to two fascinating people are his interviews with Jocko Willink (ex-Navy SEAL, has his own great podcast where he reads from military history books, amazing stuff, start chronologically) and Peter Attia (who I've already mentioned here often).

Another one I really liked. This interview of Peter Attia by Dan Harris gets pretty personal in the middle part, but it's pretty powerful stuff. It covers meditation, childhood trauma, over-achieving urges, etc. Good stuff. https://podcasts.apple.com/us/podcast/202-can-meditation-prolong-your-life-dr-peter-attia/id1087147821?i=1000447987039

Amazon historical price change % (1Y) over the past 10 years:

Why is it dumb? (Unless you judge the value of things purely by size/weight?)

Important potential benefit of wearables like the Apple Watch: