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20 Jul 2022
Top quartile posts for achievertons that generate superior outcomes.
☝️📈🆙🔝⏫🔺⬆️🚀
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Market structure investing
Ask:
Who has to buy?
Who can sell?
How many shares exist?
Sometimes market structure dominates fundamentals for days, weeks, or months.
The poster is playing market structure.
Not discounted cash flow.
Not revenue multiples.
Not earnings.
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Fundamental investing
Ask:
What cash flows justify the valuation?
Example:
Revenue
Margins
Growth
Future earnings
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Quantum mechanics doesn't break c either. Even quantum entanglement respects the causal speed limit: correlations can appear instantly, but usable information cannot travel faster than c. The speed of causality remains intact.
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controversial: the best thing that can happen to a young man is total failure before 25.
not small failure. catastrophic, humiliating, public failure. the kind where everyone sees. the kind where you cant hide from it.
because it destroys the one thing that was going to hold you back your entire life: the fear of it happening.
once it happens you realise it didnt kill you. you got back up. you rebuilt. and now you move different because the worst case scenario already happened and you survived it.
most men spend their entire lives avoiding something that would have freed them if they just let it happen.
failure is not the opposite of success. its the prerequisite. every great man was great because he failed catastrophically early enough that it couldnt kill him but late enough that it could teach him.
after the catastrophe you are free. genuinely free. because the threat that controlled you has already happened.
be more retarded. just do it.
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Super Prorata💰 retweeted
Jun 14
Los hombres gordos suelen ser graciosos y buena gente pero es que las tias gordas todas dan asco y están de mala leche
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Why exactly 299,792,458 m/s?
This is where physics currently runs out of answers.
We know how to measure it extremely accurately.
We know it appears everywhere in the laws of nature.
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We know Maxwell's equations predict electromagnetic waves moving at a speed determined by the electromagnetic properties of empty space.
But we do not know why the value is exactly:
c=299,792,458 m/s
rather than:
1,000,000 m/s
1,000,000,000 m/s
infinity
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Current physics treats that as a fundamental constant of nature. The value is measured, not derived from a deeper theory.
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Super Prorata💰 retweeted
18h
The stupidity of these @Stanford students to take the greatest opportunity for equality in humanity ever and to really free humanity and go walk out on @google and @sundarpichai that's pioneered that. Biased, idiotic, short-sighted and very selfish. Selfish because they ignored the bottom 3 billion people on this planet that could benefit from AI and they are worried about their misinformed selfish self-interest.
youtube.com/watch?v=wf74VXKT…
Stanford grads walk out as Google CEO Sundar Pichai takes the stage as commencement speaker. No mention of AI, unlike other uni speakers getting booed down this year. Story for @sfgate shortly
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Most people imagine light as a little object moving through space.
Then they ask:
Why does that object move at 300,000 km/s?
But relativity flips the question around.
Instead:
Why does spacetime have a conversion factor between distance and time?
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The constant c converts units of space into units of time.
For example:
1 light-second = distance light travels in 1 second
1 light-year = distance light travels in 1 year
In relativity, space and time are so intertwined that c acts like the exchange rate between them.
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That's why some physicists say:
Asking "why is c the speed of light?"is like asking "why is 12 inches a foot?"
The deeper role of c is geometrical.
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The essay isn't really about information.
It's about the gap between representation and reality.
Reading about swimming is a representation.
Swimming is reality.
Reading about courage is a representation.
Being courageous is reality.
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Reading about investing is a representation.
Owning assets and enduring volatility is reality.
The most effective people tend to maintain a balance:
enough learning to avoid obvious mistakes
enough action to generate real feedback
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Neither ignorance nor endless preparation wins.
The trap is mistaking preparation for participation.
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RT @minds_eminent: Your parents have maybe 20 good years left if you're lucky — stop postponing visits like you have infinite time.
You ke…
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Super Prorata💰 retweeted
Jun 14
刚看了一段伯克利工程学院的毕业典礼演讲，是今年看过最打动人的一段视频
演讲者收到伯克利博士录取通知的时候，96岁的奶奶跟她说："我很为你骄傲，但我不想让你走。因为我不知道我还能不能再等五年，看到你博士毕业。"
她说从那一刻开始，她一直在想一个问题：一个PhD的重量到底是什么？
不只是论文和答辩。是导师的指导，是实验室里无数个孤独的夜晚，是家人替你承担的那些你看不到的代价
她的奶奶成长在动荡年代，连小学都没读完。但今天她坐在台下，看着孙女成为博士
演讲里有一段话我反复听了几遍：工程是人类最古老的职业之一，从石器到蒸汽机到今天的AI。我们有建造和定义时代的力量，但每个系统背后都是真实的人生，每个决定都有重量
现在AI这么热，大家都在聊模型多强、效率多高。但偶尔需要有人提醒一下：技术最终是服务于人的，不是反过来
她最后说，她设计传感器的时候，总会想象奶奶生活在这个技术世界里
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In investing, this shows up constantly.
One person:
reads every annual report
every podcast
every transcript
every macro analysis
for years.
Another person:
does enough work
buys something
watches what happens
learns from actual gains and losses
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The second person often develops judgment faster.
Not because they are smarter.
Because markets give feedback.
Judgment is largely compressed experience.
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