⁠Stock Analysis Compilation
The London Company on Tempur $TPX

Thesis: Tempur's market leadership, pricing power, and growth initiatives, including the potential Mattress Firm acquisition, provide a solid foundation for long-term success despite short-term market skepticism

(Extract from their Q2 letter) https://t.co/a9lgIfiFPO
tweet

⁠Alex Bilzerian
The paradox of estimation. https://t.co/8sP5sIMPpw

'Logical Foundations of Probability' - Rudolf Carnap (1950, PDF):
https://t.co/NV3DngEFOw - Alex Bilzerian
tweet

⁠Alex Bilzerian
RT @alexbilz: '(Topics in) Algebra I' - Alistair Savage (2018, PDF):
https://t.co/SNaDW9ycvY
tweet

⁠Alex Bilzerian
'How to Win if You Can?' - Mori & Székely (1982, PDF):
https://t.co/W1oWu3cmFW
tweet

⁠Alex Bilzerian
'A Convergent Gambling Estimate of the Entropy of English' - Cover & King (1978, PDF):
https://t.co/iKhzfoHcjL
tweet

⁠Alex Bilzerian
RT @alexbilz: 'Knowing When to Stop' - Theodore P. Hill on the mathematics of optimal stopping (PDF):
https://t.co/SZCPaCBiLa https://t.co/RQ2fgNDhHg
tweet

⁠Alex Bilzerian
RT @alexbilz: Translation from Dubins & Savage 'How To Gamble If You Must'. https://t.co/s7LqFn1iR8
tweet

⁠Alex Bilzerian
RT @alexbilz: 'Gamblers can rightfully claim to be the godfathers of probability theory, since they are responsible for provoking the stimulating interplay of gambling and mathematics that provided the impetus to the study of probability.'

—Richard Arnold Epstein
tweet

⁠Alex Bilzerian
RT @alexbilz: Additional details on Gilbert Strang's short proof of the Central Limit Theorem: https://t.co/zq1dA8byoH

'The Central Limit Theorem' - p. 288 https://t.co/tSPXNUmwLb - Alex Bilzerian
tweet