brad slingerlend

@bradsling

investor at NZS Capital🥦; 2011-18 manager of Janus Global Tech Fund (JAGTX); 'only try to realize the truth...there is no spoon🥄'

california
Vrijeme pridruživanja: travanj 2008.

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  1. Prikvačeni tweet
    24. stu 2019.

    Redefining "margin of safety" as adaptability instead of "cheap". New white paper from and me is now available:

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  2. 5. velj

    Amazon's Ring has updated it's app, but offers no new information or control over personal data leakage. Remains rogue spyware for now...

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  3. 4. velj
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  4. proslijedio/la je Tweet
    7. stu 2019.

    NFLX is the ESPN of connected TV platforms, so why don't they get a carriage fee? If Fire, Apple, Roku lost Netflix access, most users would revolt. Opposite is true today where NFLX pays if platform signs up new user. Seems backwards. Same goes for Disney+.

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  5. 31. sij

    Streaming distribution will invert from video apps paying Amazon, Roku, Apple etc. to those platforms paying the apps instead. The Roku/Fox issue is an example. Very positive for Disney, Netflix, ViacomCBS, etc. From SITALWeek#218:

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  6. 30. sij

    . interviews head of the YouTube algorithm Cristos Goodrow; <25% of the way toward machines understanding video content-harder than self driving cars. This clips starts at minute 80 (but don't miss the whole interview).

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  7. 30. sij

    Beware the DCF Fairy, it's related to the Guarantee Fairy. But seriously, thanks to everyone for the great debate this week. (My deepest apologies for my old Gen X references)

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  8. 29. sij

    Questioning the intelligence of the IoT: will wearables and ongoing vertical integration render consumer connected hardware dumb, or worse, obsolete?

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  9. 29. sij

    Best way to improve on any subject in life: spend no time on ideas/information you agree with; spend all your time on ideas that disagree with your world view. Probe until you know them better than your own point of view. (someone smarter has probably said that better!)

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  10. 29. sij

    Great stats about trends in cloud apps from the company that knows what the smart companies are doing:

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  11. 29. sij

    "To live outside the law, you must be honest." Absolutely Sweet Marie - Dylan

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  12. proslijedio/la je Tweet
    28. sij

    Statement Hey, something basic is wrong with expected-utility theory. Response 50%: Idiot! Everyone knows it's wrong! Impostor! Plagiarist! We've always known this! 50%: Liar! Nothing is wrong with EUT! We've proved that! All of economics has been based on it for 300 years!

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  13. 28. sij

    I'm willing to sponsor a DCF-aholics anonymous group if someone brings 🍩☕. There will be no judgement; this dark disease has gripped many of us in the past.😂

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  14. 28. sij

    Ditch the DCF: it depends on flawed concepts that date back to a nearly 300 year old error in economics, and it can't account for variations in the the various future paths. Here's a better way (scroll to the last section of Sunday's newsletter):

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  15. 28. sij

    Bezos' Ring app steals about as much personal data as the alleged Saudi malware grabbed from his phone 😂

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  16. 25. sij

    And let's not forget last year's paper on Paradigm Shifts from Dalio, aka cycles:

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  17. proslijedio/la je Tweet
    24. sij

    Just published a (very) deep dive on Spotify. 2500+ words on: 1/ The rise of “Ambient Media” 2/ Competitive dynamics shaping the global audio market 3/ Spotify’s ladder Also, why acquiring The Ringer is wholly different than Spotify’s Gimlet buy.

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  18. 25. sij

    Dalio 11-5-19: "The World Has Gone Mad and the System Is Broken" Dalio 1-21-20: "Cash is trash. Get out of cash." Bridgewater's CIO: 1-22-20: "We’ve probably seen the end of the boom-bust cycle." Sources:

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  19. 22. sij

    Terrific overview of ergodicity and Kelly criterion here. These are crucial concepts for understanding the (huge) role of luck; so many decision makers are relying on out of date frameworks. cc:

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  20. 22. sij

    Sonos was selling brand new items just 12 months ago they are now obseleting like the Connect:Amp (which I use). It was introduced over 9 years ago, but was the latest gen they sold until Jan19. As a result the co indicates all my Sonos equipment, no matter age will stop working.

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  21. proslijedio/la je Tweet
    21. sij

    The is going to the big game! We're excited to team up with Hard Rock Stadium Miami Florida hospitality partner, Centerplate, and the NFL's official beer sponsor, Bud Light, to bring fans a way to enjoy their favorite beverages during the game. 🏈🏆

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