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  1. prije 16 sati

    When found out the secret to creativity, shared 2019 (19:30) but the best story is when his TA was a Navy Seal (33:00)

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  2. prije 20 sati

    Questions of further research: Why wasn't this tallied automatically? Is this diversified? What direction should additional investments take? Is the Pareto nature of top 13 holdings good, bad, or neutral?

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  3. prije 20 sati

    Surprisingly, the semi-conductor industry is huge.

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  4. prije 20 sati

    Surprisingly, out of 170 total opportunities (17 top-ten holdings) only 66 companies were listed.

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  5. prije 20 sati

    Microsoft143.10% Broadcomm Inc.111.70% Facebook81.70% United Heathcare Group101.70% Alphabet81.00% Amazon61% Netflix50.90% TSMC80.80% Abbot Lab40.60% JP Morgan Chase40.50% Mastercard50.50% ASML40.40%

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  6. prije 20 sati

    The top 13 holdings account for 14% of the total portfolio. By the number of occurrences (across 17 funds) and weight of total portfolio.

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  7. prije 20 sati

    Instead of doing taxes this morning, I wondered... *What do the holdings of a 2045 Target Date Fund look like?*

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  8. prije 20 sati

    Argue Zell My 7 favorite quotes from Sam Zell's talk at UM.

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  9. 4. velj

    This was nice framing. Restaurants are not just about serving food but serving space. This high-top had a supply side source.

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  10. 4. velj

    🤖 the surveillance surge 📉 the downward sloping demand curve

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  11. 4. velj

    CrossFit and church. Means change, jobs don’t.

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  12. 4. velj

    Made up Start up: FinLit Deposit Give a man a fish, he'll eat for a day. Teach a man to fish, he'll eat for a life. What-if we leave a pole and a bucket of worms by the lake?

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  13. 4. velj

    Each of these data points are true

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  14. 3. velj

    Related, when 'sharps' has edge over the 'public', "the Jockey Club began publishing reams of technical data and analysis on its website to level the playing field." Make the winners slower or Make the losers faster. Forward or Backward approaches

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  15. 3. velj

    Evan (Snapchat) as the chief product officer of Facebook

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  16. 3. velj
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  17. 3. velj
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  18. 3. velj

    Special Numbers for Special People. Is the illusion of control and illogical action or interesting opportunity?

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  19. 3. velj
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  20. 3. velj

    Which is least bad figure about student loans? A) Avg is 37k B) Median is 17k C) Quarter of borrowers owe less than 7k D) All/None

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