Liberty

I see what you did there.

New video by CGP Grey (always interesting, and he doesn't publish them that often, so it's notable). Not what you might think it's about at a glance, so don't judge a book by its cover:

Nice table showing the rise of solar PV (and falling costs): https://www.eia.gov/renewable/monthly/solar_photo/pdf/pv_table3.pdf

Good interview with her here: https://overcast.fm/+JWZR8iPBs

Thanks. That's a good idea, actually. Sometimes it only takes remembering an idea to trigger the whole "mental complex" associated with it and reinforce it. I use a few reminders on my phone to once in a while remind me of a few concepts. I'd be afraid that I'd forget to look at the index cards after a while.

Maybe Fred can get us our Google finance back. ;D I thought he was way too nice with them. He made it sound like it was a bit of a step back, rather than a complete clusterf****...

https://avc.com/2018/04/google-finance/

http://www.collaborativefund.com/blog/the-advantage-of-being-a-little-bit-underemployed/ Interesting read.

IMO being right or not is more about focusing on the right things than about how long you look at something, so that can be done relatively quickly, especially with experience that helps you filter out the noise. Spending a lot of time getting comfortable with something is more about building confidence. If you've just spend 90 minutes looking at something and then buy, you'll probably be shaken easily by volatility/bumps in the road. If you know the company, management and industry very well and understand the various dynamics at play, it'll probably be easier to hold for the long term and actually benefit from a correct initial analysis. My 2 cents.

Depends how tax-efficiently you think they can eventually collapse back into CHTR or sell... I'd also consider whether CHTR itself is undervalued currently, meaning that there's a discount on top of a discount..

They won't be buying as much because they reached their target leverage. Unless they decided to go above to grab an opportunity, but I don't think we'll see anything close to a 12% this year.

Surprised at the lack of interest in CHTR at a price significantly lower than the price at which Rutledge and Malone just bought back 12% of the company... Or maybe people who are buying it just aren't mentioning it here.

there seems to be this sort of trend lately in many books. repeat what others have said in more defining game changing works somehow do a lot of podcast interviews and publicity type things. drive book sales Most investment books are derivative too. I think it's just a symptom of being well read. When you start out on your learning journey, everything seems fresh and original. When you've been reading about investing/psychology/etc for a decade or two, everything starts to seem similar. I guess if everything was groundbreaking, it wouldn't be so notable to find true groundbreaking work...

Some wise words: http://www.mrmoneymustache.com/2018/04/10/hacking-hedonic-adaptation/

I do it on my arm. I'll report if I make a hole in my arm.

Thanks for this, I appreciate it.

I find that my biggest challenge is having down time... I try to do some meditation (just breathing exercise, trying not to hold on to any specific thought..), but it keeps falling off my schedule. My problem is more that I tend to fill up all available time with either reading or listening to podcasts and audio books, and I find that sometimes over time it can add up to feeling overwhelmed.

https://thenextweb.com/hardfork/2018/04/09/reddit-cryptocurrency-bitcoin-hodl-stats

I was able to attend a few years ago and it was great, thank you again Sanjeev for all the work that you put into it!

Twitter is pulling a Google move with its third party clients (used mostly by power users). Check this out: http://apps-of-a-feather.com/ If this bothers you, please take the time to tweet @TwitterDev to let them know.

Payola: https://www.theverge.com/2018/4/2/17189880/john-mcafee-bitcoin-cryptocurrency-twitter-ico

Yeah, I've been telling myself the same thing... but I also know that I've discovered so many companies by just clicking around on Google Finance and that some of these serendipitous finds turned out to be valuable. Or another way to look at it: Maybe using it was bad for me, but I'd have wanted the option to stop by myself, or to have it for those rare times when I need it, rather than have the whole thing yanked away by Google for no good reason...

One thing that I miss from all the alternative sites is speed. Morningstar is quite slow... Slowest is probably Gurufocus. Even Yahoo finance is pretty slow. RocketFinancial.com is probably the fastest one.

Thanks for the reminder / recommendation on this one. Just bought it and am reading as of today. Enjoy! Let me know how you like it. Fascinating thus far. I'm reading Aerial Attack Study (Boyd's book) as part of reading this book. He's a very clear writer - such a talent. The section on evading missiles is easy to understand and I imagine is still somewhat useful today. Boyd reminds me of Richard Feynman in his clarity and quick identification of bs. I haven't read AAS yet, but somewhere in the book Boyd it mentions that its been used basically as is for over 40 years (from memory). Shows just how fundamental his breakthroughs were.

Ha! I just hope Google gets the feedback from its users... I've gotten in touch with the project leader through a friend at Google and sent feedback through the forms, but that's a bit like spitting into a volcano. Not sure it does much... But I prefer doing something to doing nothing.