Palantir
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Posts posted by Palantir
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No matter what you do, take as many easy classes as you can and get the highest possible GPA you can get. Seriously.
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Received my credentials today.
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Chinese Microcaps?
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So you would need to spend solid 5 hours in a day, everyday, for more than 3 months before you buy a single stock? I'm gonna do that from now on.
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One thing that helps is if you use a storage service like Dropbox or OneDrive etc, they are free, and there I can put all my AR's and models I've built.
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I have sent my request for credentials last week but have not heard back...is this typical?
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Haven't read this book, but in all of his other books he really seemed to have a habit of exaggerating all the personalities profiled. In Blind Side, he makes Michael Oher look like a superman LT, which he isn't, he makes Ed Orgeron look like a cartoon character etc etc.
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I have a suggestion: no more suggestions!
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Speaking of Charlie Chaplin, Google Oona Chaplin.
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^That is because experimental physicists mature later. Theorists, nope. Same goes for things like Chess, Magnus Carlsen was ruling the world by age 19.
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I think your idea sounds good, let's see what you come up with. :)
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Hmm....who would be your prime customer base? How about targeting a specific set of customers, say gay men....maybe that could work. (seriously)
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Christoph Waltz as Greg Lippman....
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Just watch, Warren is gonna send his homey BillG to straighten Marc out. Marc still mad about that.
I don't think WEB's views on bitcoin have anything to do with technology, and Marc's view just smacks of the narcissist and self-absorbed Silicon Valley worldview.
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I just asked my CEO's secretary for the company's WSJ login 8)
Surely you must be aware that you can google the article titles and you can get around the paywall? Works really well when you use Chrome.
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Bought AMB Financial (AMFC).
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I like paying more and even high prices for things if I feel I'm getting my money's worth. Maybe that's why I'm into GARP and not deep value.
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Do you guys get their annual report mailed to you? I heard that they are mailed, but I've never received one...
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So are momentum traders and high frequency traders doing good?
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At the end of the day you can argue polar opposite answers to this question with a lot of intellectual underpinning for either side. I'm someone who believes the markets would probably be just as good at turning the wheels of capitalism with a lot less liquidity/volume and that a marginal value investor (or marginal 10,000 value investors) should probably not credit themselves for being responsible for more efficient pricing.
I do it because I like it, but I believe it doesn't add a damn thing to society. You can believe something different and rationalize it all kinds of intelligent ways. To each their own.
This.
Just to stir the pot ..
If you just buy/sell paper you contribute squat. You may win or lose, but it is a zero sum game.
If you buy new paper/stock you do something useful. Your $ got spent generating some economic activity.
If you used wealth to build something you did something useful. That new mine in what was a cow pasture.
But if you work on Wall Street, 90% of you add zero value :D .... except to maybe some fine clothes sellers.
If you have the brains to be a top analyst or quant, you also have the brains to set up/run companies or design new & better products. So why did you settle for being a waiter, & reliance on a bonus (tip).
Needless to say .. not a terribly popular view!
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This too. I think it is natural for investors to attribute a "higher purpose" to their work, sometimes its healthy, but sometimes it borders on narcissim where you elevate your field because you see yourself in it, like Mr. Blankfein, "I'm doing God's work", or Larry Page, "Better give money to Musk than charity". Why? Because he sees himself in Musk, no surprise giving it to Musk is a great idea. :)
*runs away and hides* :-X
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Speaking of shipyards, I passed on buying HII when it was trading at book. :'(
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You may not individually provide for this, but by being an intelligent investor, you become part of a system that makes this possible. Otherwise, companies like Google and Walmart would have to rely on money that they were able to raise privately which probably wouldn't have been nearly enough for them to have generated the scale that they've achieved.
When has Google raised equity after its IPO though? I do not believe their IPO was driven by need for cash either...but the fact that you have to become a public company once the number of shareholders reaches a certain point.
Furthermore, value investors are not really investing in these fast growing young tech companies.
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Meeting Credentials if you have electronic proxy
in Berkshire Hathaway
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Don't do that...they take more than a week...book your stuff. Apparently it's not hard to get credentials.