⁠Alex Bilzerian
Representation theory course notes - Constantin Teleman (2005, PDF): https://t.co/nh7MowS0Is https://t.co/H4ByGCTpdL
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⁠Alex Bilzerian
A brief introduction to physics for mathematicians - Igor Dolgachev (PDF): https://t.co/AzcUF3mmwH https://t.co/xVMk2WOocj
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⁠Alex Bilzerian
RT @kikumaco: 名誉教授って、教授とちゃうよ。大学と雇用関係はないし、もちろん給料もないよ。単に「わりと長いこと、特に問題もなく勤めてくれました」っていうだけや。「過去に教授でした」という意味だな。教授で退職した人ならたいてい名誉教授になる。
うちの場合、特典は図書館の入館証。
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⁠Alex Bilzerian
Mathematical proofs, if correct, establish truths with absolute certainty. Once proven, a mathematical theorem is eternally true.

Physical theories are always provisional and subject to revision based on new empirical data.
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⁠Capital Employed
What was the best stock pitch you read in September?
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⁠Alex Bilzerian
RT @DavidBCollum: The Atlanta biolab explosion. As a chemist I have one piece of advice: get in your car and drive upwind as fast as you can. Ask questions later.

https://t.co/4uwSh1oAVO
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⁠Librarian Capital
Sharon White, known to BT investors (as head of Ofcom) and John Lewis employees (many now ex-employees), is on panel to select next head of civil service
Imagine if Elon Musk, after gutting Twitter, is asked to head an agency on gov. efficiency ... oh wait
https://t.co/5J8pfIFdo1 https://t.co/jUq0Df4xUh

Remember Dido Harding, after messes at TalkTalk and COVID Track & Trace, applied to head NHS England?

Even the Tories didn't go for it

Sharon White, after messes at Ofcom and John Lewis, now eyes the Cabinet Secretary job

FT gave her fawning lunch done by self-described "good friend", so they likely think she will get it - Librarian Capital
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⁠Alex Bilzerian
Mathematical proofs are based on logical deductions from axioms and established theorems — inherently verifiable by others.

Scientific data can be manipulated or fabricated, as it often relies on empirical observations that are not as easily checked.
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⁠Alex Bilzerian
RT @alexbilz: "In 2009, Khrennikov provided the first rigorous mathematical theory of negative probabilities in the setting of p-adic analysis."
https://t.co/WuXpSFMjIu

'Interpretations of Probability' - Andrei Khrennikov (2003, PDF):
https://t.co/dyFkbYk13E

See Ch. 3 for negative probabilities & Ch. 4 for p-adic probability. - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: 'Negative Probabilities in Financial Modeling' - Mark Burgin & Gunter Meissner:
https://t.co/sph43bZGnO

Published in Wilmott Magazine in 2012. https://t.co/iUQn7whtRr
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⁠Alex Bilzerian
RT @alexbilz: Negative energies and probabilities should not be considered as nonsense. They are well-defined concepts mathematically, like a negative of money (referring to debt).

— Wigner
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⁠Librarian Capital
Gregg $GRG 24Q3 update

LfL sales +5.0% Q3, +6.5% YTD
Total sales +10.6% Q3, 12.7% YTD
86 net new shops
FY cost inflation to be "lower end" of 4-5% guided
"Full year outlook unchanged"

Shares -4%, now 24x 2023 EPS (123.8p) https://t.co/96F4FOiwXi
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⁠Hidden Value Gems
Interesting results, thank you for voting! 👍

What is your take on China's market?
- A short-term rally
- 1+ year long recovery
- Don't know,still learning
- China is 'uninvestable' - Hidden Value Gems
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