Hidden Value Gems
What is your take on China's market?
- A short-term rally
- 1+ year long recovery
- Don't know,still learning
- China is 'uninvestable'
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Hidden Value Gems
Utilities was the best performing sector in the S&P 500 in Q3 2024, Tech underperformed the broader market. https://t.co/EMwYgx52c7
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Alex Bilzerian
RT @mikeharrisNY: @alexbilz Moreover, what strikes me from reading part of this book in my break (I will read it all at some point in time) is the paradox that negative probabilities salvage reality. The book is a mixture of math, philosophy, and epistemology. Hard to read if no background in PhilSci.
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Alex Bilzerian
RT @Satyaki_R: @alexbilz UG Stats.

Academics decay down to the level of undergrads who idolize them.
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Alex Bilzerian
It's amazing how quickly you can gather intelligence on potential threats hiding behind an avatar.

Giving his advisor’s work a good close read, like I did, would do him some good.
- Alex Bilzerian
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Alex Bilzerian
RT @alexbilz: Where are negative probabilities?

'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: This approach induces the rigorous mathematical theory of negative probabilities. https://t.co/oGzw2ZKBVV

'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 @Venice_Wes: @alexbilz @Brad49649135 A hell of a lot is being discovered right now.

https://t.co/xQUSmCPV1g
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Alex Bilzerian
RT @rballeba: One of the next big steps in topological machine learning is attacking a topology conjecture using the already developed tools of the field.
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Hidden Value Gems
Quote of the week #97

#investing
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Alex Bilzerian
RT @JohnsonThought1: What you need to know about that Israel package is that it was really the NSA taking over all the Unit 8200 technology.

USG can peer deep within Israeli military comms. What IDF is now doing is whacking all the leaders with which it had secret pacts.
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Librarian Capital
Rightmove $RMV rejects last week's 4th $REA offer

4th offer ~1% (10p) higher than 3rd; " incremental & iterative approach to price discovery"

"Has taken into consideration" shareholder views
2 teams had met; no information exchanged

REA has until 5 pm today to make firm offer https://t.co/ZU96GR3BwM
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