vikx01

Pat Dorsey's is a tad above 500M. I recently discovered Nick sleep's IGY. There's a twitter thread here too with some good recos:

A more recent presentation (first 30 min.) https://www.barrons.com/live-qa/july-1-barrons-investing-in-tech/9D1BE6AC-1539-4F6A-801F-E71A408E1BB1

Hydroxychloroquine isn't the wonder drug for covid-19 after all. https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)31180-6/fulltext

Can you folks please move the politics-y comments to a thread in the politics section?

https://whalewisdom.com/filer/baker-bros-advisors-llc

Interesting take on what might have happened: https://twitter.com/ErikSTownsend/status/1252574865397297152 I took a tiny position short USO just for entertainment. Thanks for the idea alwaysdrawing

Just curious as to what explains the contango steepening even for brent. There is storage capacity shortage for brent too but this sharp a change this sudden. Am I missing something? I have no position in the tankers. Just curious.

Not sure if this has already been posted: https://www.nejm.org/doi/full/10.1056/NEJMoa2007016 From NEJM posted about a week ago.

Some good points here and there but mostly crap. I then looked up the interviewee and found that he co-founded the Discovery Institute, which advocates, among other ideas, intelligent design.

This is from my personal experience and from having talked to a few people. I moved to Toronto about 5 years ago. I have a Comp Sci background and had worked in a top US ecommerce company. After a couple of weeks of search and a week of interviews I had 4 offers but all of those from Canadian subs of US companies. No Canadian company even contacted my after I had applied, not in those weeks of my search nor in the interview week nor afterwards. I had relevant experience as advertised in the job reqs. so lack of fit can be ruled out. My wife, who is a statistician, had a horrible time. She had worked in US for major pharma companies for about 5 years, studied in US for 5 years prior to that and has quite good communication skills. She wasn't entertained because she didn't have enough "Canadian experience" whatever that means as distinct from "American experience". I've heard this lack of "Canadian experience" often being a barrier. After all these years I am still puzzled how a Canadian experience is distinct from an American experience especially for individual contributor (and non customer facing) roles.

Thanks for the wonderful response thowed. Congrats Liberty! here is another link to the AGM

Looked up on worldcat.org. AFAIK, NYPL and brooklyn are the only public libraries that have it. http://www.worldcat.org/title/outstanding-investor-digest/oclc/14957982

https://www.sec.gov/edgar/searchedgar/cik.htm Central Index Key to ID SEC filing entities.

Exactly what I was looking for. Political comments in investment ideas just pollute the thread without adding much (any?) value to the analysis.

+1

Norm, Almost all of them matter and the importance varies on a case by case basis. I also look at the debt schedule. Year on year delta in ltd doesn't matter as much as what that debt was used for. However, debt to equity and interest coverage invariably come before the rest when screening manually, but I look at all at least once before taking a position.

Not sure if this was meant tongue-in-cheek. If not, really?! Do banks own real estate and rent out the property? Aren't REO properties gotten rid of asap? Are banks in Canada interested in carrying on holding foreclosed properties and renting them out? Hardly seems plausible, but then again, what do I know?

Congrats and all the best!

Thanks Scott and Nate. I remember Tested Advertising Methods mentioned by Scott before. All added to the already-quite-long to-read list.

This is an unsolicited recommendation, but I found Neil Rackham's book SPIN selling to be useful although it's specific to only a portion of the sales process. Nate, Scott, and others, do you guys have any book reco. for copy writing?

Thanks for sharing. Eagerly awaiting part 1.

Just wondering if any of you guys have looked at Mergent news reports and if so, what are your thoughts. http://www.mergent.com/downloads/news-reports The reports are replaced every week.

I'm considering buying a subscription of CONTRA THE HEARD Investment Letter. I've read some articles by Benj Gallander and Ben Stadelmann, and watched Benj's interviews at BNN. I'm quite impressed. I'm wondering if anyone has any opinions or feedback. Pls feel free to PM me if you are more comfortable that way. Thanks!

Snorky and MrB, Thanks for posting the letters. Very nice reads indeed.

Thanks alwaysinvesrt . That's correct. If the ROE of the bank exceeds a weighted average of the other Nordic and British banks, 1/3rd of the extra profits are allocated to the Oktogonen foundation up to a limit of 15% of shareholder dividend. The foundation in turn owns a significant stake in Handelsbanken.