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Modern Major Generalist
About binomial theorem I'm teeming with a lot o' news, With many cheerful facts about the square of the hypotenuse.
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Modern Major Generalist retweeted
WTCM Jul 21
excellent Economist article on the future of insurance: "Reinsurance firms and Asian insurance champions are almost the only innovators in an industry that is moving at a glacial pace" (cc: , , , , , $2318)
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Patrick OShaughnessy Jul 20
What’s the best piece of investing research that you’ve ever read/seen/heard?
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William Easterly Jul 20
Our smartphones are 120 million times more powerful than the computers that guided Apollo 11. That has enabled us to progress from moon landings to cat videos.
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Pieter Tobback, CFA Jul 21
Interesting material from WCM Funds - in practice no « easy » things to spot (ex-ante) i.e. rising ROIC and culture
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Modern Major Generalist Jul 19
Replying to @WTCM3
I suppose that if you begin by assuming that SPOT utilizes the "Movie Pass" business model (short position in customer's listening minutes), it is understandable that they hate it, but that seems like a pretty huge misunderstanding.
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Brent Beshore Jul 18
When you think EBITDA is what owners get to keep
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The Unaccredited Investor ⚠️ Jul 17
When does the Fed start buying Netflix subscriptions?
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John Huber Jul 18
One of Buffett's most underrated skills is independent thought. He follows his common sense principles, but avoids the dogma that often plagues many investors. Great businesses make best investments, but he bought oil futures, silver, & bet on interest rates when odds made sense
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Modern Major Generalist Jul 18
At very low levels of production and utilization in 2018 as well. 2019 should be better. A recent eCitaro shipment to Wiesbaden Germany already included a really favorable split of solid-state LMP batteries vs. Li-ion. There is at least "some" traction here.
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Modern Major Generalist Jul 17
Replying to @pkafka
None of us want our friends, family, or acquaintances to know we watched the terrible Adam Sandler Murder Mystery.
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Modern Major Generalist Jul 17
Why not both?
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Modern Major Generalist Jul 17
Re BOL: Would just point out that while the battery business loses ~$150m OpInc per year, “EBITDA-CapEx” was positive in 2018, suggesting all of the OpInc loss is due to really high D&A from a heavy investment period.
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Modern Major Generalist Jul 8
Replying to @modestproposal1
Thanks for highlighting this! It’s great.
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Modern Major Generalist Jul 6
Replying to @mjmauboussin
Basically: buy companies that aren’t getting beat up by their customers or suppliers, and short those that are?
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Modern Major Generalist Jun 30
Replying to @colemanrhawkins
Think ValueAct mostly owned MSFT from about $30 to about $78... Maybe it was slightly better than that. Doesn’t belong on this list though.
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Modern Major Generalist Jun 30
Replying to @gunnerblog @arseblog
Been listening to you guys for years, but had never even heard of a Magpie (sorry Newcastle) before your little song, as they are absent in all of the USA, save the Pacific Northwest, I guess.
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Modern Major Generalist Jun 30
Replying to @rationalwalk
Weird. For whatever reason, when it is New Vehicles, BLS exclusively uses the phrase "quality adjustment," and never uses the word "hedonic," including in the PDF link you sent and on this page:
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Modern Major Generalist Jun 30
Replying to @rationalwalk
Well played. This is what I have been looking for. Apologies, and thanks. Still can't find the path on the BLS site to get to that PDF. I don't understand why New Vehicles wouldn't be on the list (my link above).
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Modern Major Generalist Jun 30
Replying to @rationalwalk
Sorry for the aggressive response, but I did read the link. It just sates that in the 1990s BLS started hedonic adjustments to autos, a claim that many make, based on ???? I'm just challenging you (or whoever) to source this claim... I can't source it. I've tried. Not on the list
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Modern Major Generalist Jun 30
Replying to @rationalwalk
Horse sh*t. Its just one of these topics where enough people have repeated it, so people assume its true. Where is the evidence that the Automobile series is hedonically adjusted? Here's the list of categories that are adjusted:
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