Brian Hui retweeted
Replying to @MattJMcClintock
Great post. I always viewed "demand creation" as their PP&E on a balance sheet. They will need to adjust the investment. All reads bullish for FL as NKE will need their partnership to improve.
Brian Hui retweeted
A reminder from @mkonnikova as you look at investing outcomes in '20:
"It's not about winning or losing - that's chance. It's about the process. The wins go to people's heads, while the losses they can't deal with. It's so easy to be delusional. Less certainty, more inquiry."
Brian Hui retweeted
Whatever side you are on in the #Elections2020
Let's not forget that about half the country voted for the other side.
The losing half of the country will go through a grieving process:
Disbelief, denial and anger are all part of that.
Brian Hui retweeted
The last question of the night, submitted by an 8th grade girl in Utah, is the best one of the debates and one we should all ponder. #ChooseOptimism – at Deephaven, MN
Brian Hui retweeted
I don't think that people appreciate how different the voice to text experience on a Pixel is from an iPhone. So here is a little head to head example. The Pixel is so responsive it feels like it is reading my mind!
Brian Hui retweeted
When you are sitting on a big cash position it's easy to become too bearish because you have the ability to take advantage of a drawdown like few others do. You wake up pissed the market isn't down more and it paralyzes you from pulling the trigger on anything.
Brian Hui retweeted
If we want to understand how powerful an opponent SARS-CoV-2 (COVID-19) is, let’s take a look what has been required to stop it in China. The Chinese government has essentially used a social nuclear weapon in its efforts. Let’s talk about this, to understand what US is facing. 1/
Brian Hui retweeted
THREAD
1/ Of all the articles I read this week on #COVID19, this @nytimes ⬇️ really caught my eye.
It was an interview w/ Dr. Bruce Aylward, the lead on the @WHO team that visited China to examine their response.
It surprised me for multiple reasons.
nytimes.com/2020/03/04/healt… – at New Haven, CT
Brian Hui retweeted
Analysis results of 25,000+ lab-confirmed COVID-19 cases in Wuhan till Feb 18: epidemiological characteristics and non-pharmaceutical Intervention effects. The key results are summarized below and hope they are useful for the strategies in US and others medrxiv.org/content/10.1101/…
Brian Hui retweeted
Get your surgery scheduled for a Monday.
Surgeries done on a Friday had a 44% higher death rate, and on a weekend, 82% higher, compared to Monday.
bmj.com/content/346/bmj.f242…
Brian Hui retweeted
Tencent Ownership
Riot Games 100%
Epic Games 48.4%
Bluehole 11.5%
Ubisoft 5%
Activision Blizzard 5%
Grinding Gear Games 80%
Supercell 84.3%
Frontier Developments 9%
Kakao 13.5%
Paradox Interactive 5%
Fatshark 36%
Funcom 29%
Sharkmob 100%
Source: @stevenmessner
Brian Hui retweeted
Tencent's stock portfolio. Top 25 holdings equal $60 billion.
This does not even include their ownership in hundreds of private companies.
Tencent is the Berkshire Hathaway of Chinese tech.
Brian Hui retweeted
🎉 The wait is over! TensorFlow 2.0 is finally here.
Driven by community feedback, this release provides a complete set of tools for developers, enterprises, and researchers to easily build ML applications.
Read the blog ↓ goo.gle/TF2rel
Brian Hui retweeted
“Choosing individual stocks without any idea of what you're looking for is like running through a dynamite factory with a burning match. You may live, but you're still an idiot.” ― Joel Greenblatt
| Circle of competence
Brian Hui retweeted
We give our children everything we can so that they don’t have to go through what we went through and then we complain when they don’t value and appreciate what we appreciate. In reality it was the scarcity and struggle in your life that made you who you are today.
Brian Hui retweeted
Predictive Models xkcd.com/2169/ m.xkcd.com/2169/
Brian Hui retweeted
The newspaper is not meant to mirror “the reality of the world around us” but report NEWS. The world around us is mostly mundane and boring - sometimes wonderful sometimes horrible - not news. By all means educate people on the difference but don’t be confused by it yourself.
I’m always amazed by the disconnect between what we see in the news and the reality of the world around us. As my late friend Hans Rosling would say, we must fight the fear instinct that distorts our perspective: b-gat.es/2WvUqqp























