⁠App Economy Insights
RT @EconomyApp: 📊 Earnings season visualized.

200+ companies covered.

Grab the latest report.👇
https://t.co/Ou6l6FapAH https://t.co/dgM4wDsrus
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⁠Librarian Capital
RT @EdConwaySky: Spruce Pine is a small N Carolina town which provides most of the high purity quartz needed for advanced semiconductors.
It's just been struck by Hurricane Helene.
Status of quarries/processing plants unclear.
As I wrote in Material World, this is a MASSIVELY important place👇 https://t.co/2mOW6xidhK
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⁠Librarian Capital
Estée Lauder $EL head of North America retiring

2 new appointments to be made:
President, North America - Tara Simon
President, Digital & Online, N America - Amber English

Tara Simon joined in 2020 from Ulta Beauty $ULTA

Old guard leaving with CEO Fabrizio Freda? https://t.co/XJKmLs3BVv
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⁠Alex Bilzerian
The vicious emails from physicists are hilarious.

Like Khrennikov, it must be done alone without the dead weight of an advisor. - Alex Bilzerian
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⁠Stock Analysis Compilation
Patient Capital Management on Royalty Pharma $RPRX US

Thesis: Royalty Pharma, a dominant player in healthcare royalties, offers solid long-term returns with disciplined deal-making and is poised to shine as public market recognition grows

(Extract from their Q2 letter) https://t.co/54VOG63GMD
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⁠Alex Bilzerian
It's such a rich & fascinating area of study.

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 - Alex Bilzerian
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⁠Quiver Quantitative
Nancy Pelosi made approximately $1M in the stock market today: https://t.co/8l1krmOSQ9
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⁠Alex Bilzerian
There's basically a knife fight going on between realists and anti-realists in QM.
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⁠Alex Bilzerian
RT @alexbilz: Otter AI users can rest easy knowing that "DFJ DragonFund China" is on the board, watching closely. https://t.co/PlGuKJ2g4M
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⁠Alex Bilzerian
RT @alexbilz: According to Russian Mathematician Alexander Ostrowski, Fermat's Last Theorem saved Paul Wolfskehl's life: https://t.co/P8Do7aDwyG

Paul Wolfskehl and the Wolfskehl Prize https://t.co/LvPZa7UYId - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: 'Introduction to Machine Learning Class Notes' - Huy Nguyen, Carnegie Mellon (PDF):
https://t.co/D0qATBKVRN
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