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Liberty

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Everything posted by Liberty

  1. The main difference between Matt and Alex is that Matt is a sleep scientist who has dedicated his life to studying the issue, he's doing practical work in the lab first hand, is talking to all the other sleep scientists and reading all the literature, his work is reviewed by others and he's highly respected by people with really good BS detectors like Peter Attia, while Alex has never spent much time in the field before spending a few days on Google Scholar cherry-picking stuff. So I think the priors on each shouldn't start from the same point.
  2. I hear good things about the show "Severance" from a few people who's taste I trust, but I haven't seen it yet. Curious if anyone here has..?
  3. In the podcast I just did with Rob, he mentions that they have 250,000 users, about doubling since last year, and they now have paid users and "that's going well too". So it seems pretty successful and not likely to go away any time soon.
  4. I saw it in theater. Not usually my kind of movie, but some friends were going, and I don't regret seeing it. Very very well shot, I love the cinematography. Great music too. And a kind of detective/noir vibe that worked pretty well.
  5. Some recs, I hope I'm not repeating what others have said: In and of Itself (2020) Dune (2021 -- of course!) The French Dispatch (2021 -- for fans of Wes Anderson. Def not for everyone, but I really enjoyed it) CODA (2021 -- was glad to see this get some acclaim, it's a good film, glad more people will see it)
  6. If anyone's curious, I recently did a podcast interview with the CEO and co-founder of Koyfin: https://www.libertyrpf.com/p/koyfin-ceo-and-co-founder-rob-koyfman?s=w It was a fun convo, talked a lot about building the site, challenges of data visualization, future roadmap, etc.
  7. A nice debunking of Alexey Guzey's 'Theses on sleep': https://www.lesswrong.com/posts/sbcmACvB6DqYXYidL/counter-theses-on-sleep
  8. A Fundly page has been set up to raise some money for the Ukrainian Koyfin employees, to help them through this major crisis. I've donated. https://fundly.com/help-koyfin-s-employees-in-ukraine
  9. Looks like the book will be made into a TV series: https://deadline.com/2022/03/doug-liman-russian-corruption-bill-browder-red-notice-1234980037/
  10. Update on the Koyfin team in Ukraine:
  11. Thanks for listening. Yeah, my goal wasn't to do one more interview about just what's in the book and repeat what he did on other podcasts, that's why I linked two others in the post.
  12. I just did a podcast interview with Jimmy, largely about the book and Paypal, if anyone's interested: https://www.libertyrpf.com/p/podcast-6-jimmy-soni-on-the-paypal
  13. Hour long interview with Malone from this morning: https://www.cnbc.com/2021/11/18/liberty-medias-malone-says-he-tried-to-buy-netflix-when-it-was-8-a-share.html
  14. Started watching Rick & Morty in recent weeks. I've now seen the first season fully and really like it. Impressive just how all-in they are one the vision, a kind of weird LSD sci-fi dream that plays a lot with the nature of reality. Good stuff. Not sure if I mentioned it here before, but also really enjoyed the Mini-series 'Mare of Easttown' on HBO. Good stuff. Got my tickets for Dune this weekend. Looking forward to it, but trying to keep expectations low, as this is a very difficult story to put on the screen...
  15. Stealing an election on camera https://twitter.com/jsrailton/status/1439545705765408771?s=21
  16. https://time.com/collection/100-most-influential-people-2021/6096084/alexei-navalny/
  17. Indeed, there's no mobile app YET. As for the rest, what does intuitive mean? Very complex things will never be as intuitive as simple ones, and a financial analytics/visualization platform of this power is indeed very hard to make obvious at first glance. Ever played with CapIQ? Now THAT is not intuitive, and it's been around forever (and still looks like a website from 2003, mostly). But with a little time invested -- like you would in any other complex software -- the effort is rewarded. Main thing to understand is the different sections (the icons on the left -- you can expand that pane by clocking the arrow on the top left). Once you get familiar with what each section does, it becomes much easier to navigate to what you want (want to see financials? there's a section for that. Want to graph things? there's a section for that. Want to see various market dashboards? there's a section for that).
  18. This podcast on Tether is very interesting: https://www.grant-williams.com/podcast/the-grant-williams-podcast-bennett-tomlin-george-noble/
  19. Well, life is trade-offs, right? So Photoshop isn't as easy to get started with as MS Paint, but it's also a lot more powerful if you invest a little in the learning curve. All these are in the "G" (graph) view. You create a template, and then pick what you want to show. There are "most popular" options in the list to easily get you started. Once you've saved your favorite templates, it's one click to see any of them with any stock.
  20. I enjoyed this podcast with David Sacks (formerly Paypal COO, Yammer founder, Craft Ventures co -founder, etc): https://www.joincolossus.com/episodes/58778794/sacks-how-to-operate-a-saas-startup
  21. I use the templates to graph out things like ROE and ROIC over time, margins over time, shares outstanding and revenue growth (at TTM and 5-year trailing CAGRs, etc), drawdowns from peak FCF/share over time, etc. You can do plenty of fundamental stuff with charts, and your brain can take it in a lost easier than a bunch of numbers (though you can go to the FH section if you want financials as numbers). f.ex. '''
  22. It's certainly possible for him to have said this, and still have killed himself.
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