Leaked Tech Memos
Google's talking points for employees.

SF transit held a meeting on whether to allow Google buses to use public bus stops. https://t.co/IkUdpSNAV5
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Paul Graham
I've been doing some office hours with the startups in the summer YC batch, and the sheer variety of different projects is remarkable. Startups are expanding into ever more domains.
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Tren Griffin
RIP. "Richard Tait started at Microsoft in July 1988 and is credited with launching a series of new businesses. He helped pioneer client server computing in the company’s operating system division, ran the CD rom business with products like Encarta." https://t.co/346chyxIES
Richard Tait, 1964-2022: ‘Cranium’ inventor and serial entrepreneur was ‘the ultimate dreamer’ https://t.co/w0iLtHVe5D - GeekWire
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Morning Brew ☕️
"what's the average cost of a house these days anyway?"

https://t.co/jTXrcHDN9M
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Tren Griffin
Radio spectrum battles are among the most contentious battles in business because the right to use the frequencies is invisible money.
https://t.co/EnnmyaQOd0
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Sidecar Partners
RT @Teemacsj: Apparently we are in a recession....and the market doesn't care...S&P up 1.14%.
Follow @sidecarcap below and tune out the noise. https://t.co/rwFPK7WA91
1) Buy great companies well.

2) Don’t worry about the economy.

3) Hold like an owner. https://t.co/8ViQG0rmye - Sidecar Partners
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Morning Brew ☕️
your scientists were so preoccupied with whether or not they could, they didn't stop to think if they should...

(@verge) https://t.co/PgaHRf8zLL
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Santangel's Review
1/ We recently revisited Charlie Munger’s 2010 conversation at Harvard-Westlake School, which we had transcribed. This conversation was about the financial crisis and, as usual with Munger, is full of wisdom. Here are some of the best quotes:
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Morning Brew ☕️
how it feels trying to leave the office early https://t.co/feyr01dgqu
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Rihard Jarc
$AMZN earnings are out!

-Revenue $121.23B vs $119.09B expected
- EPS loss of $0.2

Strong guidance for Q3 for revenue in $125B-$130B representing 13% to 17% growth.

And the key asset as always strong as ever AWS net sales excluding forex is +33%.

Long.
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Oddball Stocks Newsletter
RT @CarsonKessler: Read the full investigation here:
https://t.co/mGvbK8fNMO
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Oddball Stocks Newsletter
RT @hkuppy: @tdarling1 High quality semi-monopoly businesses with net cash balance sheets trade at 2-5x FCF. They’ve priced in death. It hasnt been this good for value investing since Feb 2009…
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