I tend to find myself reading and ignoring people, and finally I can be diagnosed — Misophonia — a condition where every day sounds seem
Proper compensation structure has three legs: retention, incentive, and alignment with owners (a euphemism for shareholders).
This is not very hard. This is a new and exciting world and Anthropic is one of the leaders..for now
There is a solid mess out there in the world, and financial markets tend to amplify the severity of non-zero probabilities, and then swing back and forth between severities
The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Corruption of the Private Equity Industry
If you don’t know what I mean, then you should be reading it. Directional vector and sustainability of ROIC. Cash earnings. DCF Framework. Reverse engineering input estimates implied by current valuation. Older than him, but reps are important.
The full interview starts on page 10.
Lifecore Biomedical to be Acquired by Webster Equity Partners
Why AI Will Accelerate Health Care Inflation
There is no doubt, in my mind, that the SEC is a political animal, no different that any government agency. Any cursory look at history
Among other random thoughts during the day in the office, one thinks about purpose, focus and motivation. And in case one’s mind wonders, a snippet
AI is new and interesting and thus it pays to skim widely to tentatively take at least mental positions on where it may or may
