Net Galley Challenge
Monday, April 3, 2023
Sunday, April 2, 2023
Thinking progress
considered all the ways that something could not be as beneficial before commiting to it
Get the source for the information
Go deep on the sources to origin if possible
prior cases of failure and success
prior similar cases
Public choice theory
concentrated benefits vs diffuse costs theory
using terms from that theory, to expand other observations -
diffuse benefits vs concentrated costs
Friday, March 31, 2023
Tuesday, March 28, 2023
Monday, March 27, 2023
Age of Brahma
Prahlad's family in 3 avatar - Hiranyaksha(uncle), Hiranyakashyapa(dad), Bali (gradnson) out of the 10 avatars of Vishnu.
Sunday, March 26, 2023
Twitter new valuation
triple in 3years? to path to 10 times from 20billion
kelly criterion or kelly bet
Saturday, March 25, 2023
Thinking and understanding
Its easier for some people to come up with ideas and explanations easily. I tend to be lost in the details needing more details and explanations to be able to remember the story line better. It must be an art to have that reasoning well and quick or its the iceberg effect in action that there is magic in hiding all the hardwork that goes into it to be able to explain something easily to others or share insights.
0.1% bonds at a discount rate of 0.5 were being sold necause it was in demand for sellers liquidity.
Monocausal explanation are not enough.
Sunday, March 19, 2023
Christmas Written by:AG
What holiday has gifts under the tree, is honored by many,and is celebrated in December? Christmas, you are so right! If you want the presents, be good so you can get them.Want to know who gives them to you and your friends? This person is called Santa or Father Christmas. He lives in the north pole. He also has flying reindeer to get to all the houses. Remeber this, if you are bad you might not get presents, because we don't know if you will or will not, so do your try best to be good. Now let's get to the tree. Lots of people decorate these trees. The stuff on the tree are called ornaments. On the top, there is a star that is pretty in it's own way. Usually, the ornaments are red,green,and white. Under the tree is cookies and milk for wonderful Father Christmas. Santa does'nt know what presents you want, so you have to write him a letter. It has all the presents you wat on it. Christmas is a spectacular holiday out of the year!
Earnings roundup
"As gross margins rise, the effective days of inventory for the same physical inventory rises."
product mix
Hot potato inventory
"Our strategy of accelerating our cash return to shareholders over several quarters would help us pay down some additional debt and lower our debt service costs."
8 quarters - 62 to 62.5% amd so on...
airpocket
Saturday, March 11, 2023
Notes from Joel Greenblatt’s Special Situation Class at Columbia.
Notes from Joel Greenblatt’s Special Situation Class at Columbia.
