⁠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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⁠Alex Bilzerian
Praying for my dear Yiayia, who just got out of surgery.

Sitting with my 99-year-old Yiayia, watching together. - Alex Bilzerian
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⁠Alex Bilzerian
I share Raphael's view entirely. The devastating loss of life is difficult to fathom, and the impact on mathematical research adds another layer of profound sadness.

One must realize who is Albert Shiryaev: one of Kolmogorov's most prominent students (together with V.I. Arnold and Ya.B. Sinai) and, today, considered the leader of the Russian school of probability.
His numerous books, on stochastic processes, limit theorems, stopping times, and, last but not least, financial math, shaped an entire field of research.
I was honored to write with him and another giant of probability theory, Marc Yor, an article on the probability distribution of downfalls of Brownian motions.
The recent breakage of the relationships with Russia made our frequent exchanges more difficult. For the sake of mathematical research, I wish that the mathematical community will reunite and not be impacted by political events. - Raphael Douady
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