HedgeFund

投資家 代表取締役社長兼CIO 遊歴算家 日本百名山100座 山伏 修験者

[HedgeFund @HedgeFund]

@pickover Thank for showing best way to understand 3.14159265358979323846 26433832795028841971 69399375105820974944 59230781640628620899 86280348253421170679…

[HedgeFund @HedgeFund]

Lunch

[HedgeFund @HedgeFund]

Brand destruction from brand extension.

I owned Ferrari $race from 50 to 500. Been short ever since

Porsche went from “everyone wants one” to “what a hideous SUV”

I wouldn’t drive anything with Porsche or Ferrari
Destroyed brands they built over decades

[Antonello Guerrera @antoguerrera]

Former Ferrari chairman Montezemolo tears the new electric Ferrari “Luce” apart:

“I cannot say what I really think: I would harm Ferrari. We risk the destruction of a legend. So sorry. Take the Prancing Horse off. At least the Chinese won’t copy this car”

[HedgeFund @HedgeFund]

躑躅

[HedgeFund @HedgeFund]

@MercuriusFilius No bears, no woods and no cabins anywhere near North Pole. Typical clueless pirate equity question. Bear is not there just like pirate “outperformance” is mirage

[HedgeFund @HedgeFund]

@wtgowers Wonderful result for mathematics AND mathematicians. AI was developed from human math and ingenuity. If it solves some “unsolved” problem surely that is good not bad? New techniques have moved math along for thousands of years…

[HedgeFund @HedgeFund]

@MercuriusFilius 40 only number? Unique, first and also last number is F O R T Y

[HedgeFund @HedgeFund]

夜 = Ya = night
八 = Ya = eight

Many other ways to say night or eight in Japanese

[Merriam-Webster @MerriamWebster]

This similarity is a coincidence.

The Romance languages get their words for "eight" from Latin ‘octo’ and their words for "night" from Latin ‘noctem.’

‘Octo’ and ‘noctem’ do have that ‘-oct-’ bit in common, but it is just happenstance.

[HedgeFund @HedgeFund]

Pirate equity explained.

Horrific underperformance of public equity when calculated correctly

[Ronit Pereira @CAronitpereira]

Charlie Munger explains Private Equity and Investment Bankers with an example of a dumb Horse 😂

“Man goes to a Vet complaining about his horse who gets vicious sometimes. The Vet replies: The next time horse behaves well…sell it.”

“That’s how private equity works.”

[HedgeFund @HedgeFund]

Happy Golden Week

[HedgeFund @HedgeFund]

Best hotel in Japan?

Yunomori Hotel Shidotaira in Hanamaki, Iwate prefecture

https://t.co/4WSVN56Xws

[HedgeFund @HedgeFund]

@Lawton_Times In those shoes Abebe Bikila would have run 1960 Rome marathon in 90 minutes. Instead he ran barefoot

[HedgeFund @HedgeFund]

@BBCNews Was she using super shoes and drinking mega gels also? Likely took 2 hours off her time.

[HedgeFund @HedgeFund]

@danielcberk A runner will finish full marathon in 59 minutes during 2027. So next year

Robot runner. 🏃‍♀️

[HedgeFund @HedgeFund]

@Scienceofsport 2hr marathon 1970
https://t.co/eINcZw4797

[HedgeFund @HedgeFund]

Quiet weekend?
Try solving some questions from JMO or JJMO

Japan Mathematical Olympiad

https://t.co/jP7FnU3Ku4

[HedgeFund @HedgeFund]

Stagnant Japanese market? @ft Japan is world’s deepest source of alpha. Never “stagnant”. Having owned 8766 and 8001 years before Warren ever heard of them. What does he see here? Trillions in investment opportunities

[Financial Times @FT]

Last month’s move by Warren Buffett’s conglomerate to buy a 2.5% stake in Tokio Marine raised the question of what Berkshire saw in the stagnant Japanese market. Why is it expanding beyond trading houses? https://t.co/UUsA4qvq4U

[HedgeFund @HedgeFund]

@JEBistline Misses out 8, 9, 10hr+ fat tail. 7hr cutoff is biased sample set

[HedgeFund @HedgeFund]

3.00am business meetings are fine. I have one 3 hours from now.

But it MUST be last meeting of the day not first

Early risers = beta. Midnight oil burners = alpha

https://t.co/4DcEphjTEl

[HedgeFund @HedgeFund]

World’s 3rd best looking car 🚗 park