Infinite Portals

CS professor; data science, AI & ML; graphs & networks; sci-fi & fantasy; eurogame geek; fledgling audiophile; value investor; COMLB26

[Infinite Portals @sffinfinitypod]

@QCompounding Send

[Infinite Portals @sffinfinitypod]

@syedbalkhi Sobbing inconsolably!! Thanks for sharing @syedbalkhi

[Infinite Portals @sffinfinitypod]

Upon my third reading of RWH, I paused to reflect on a beautiful sentence from the book - “What emerged from our conversations is a heartening morality tale in which the good guys win.” @WilliamGreen72 - I salute you!

[Infinite Portals @sffinfinitypod]

@syedbalkhi Eid Mubarak!! Wonderful picture!

[Infinite Portals @sffinfinitypod]

I just bought My First Million Embroidered Hoodie - @myfirstmilpod https://t.co/VJQrdUDNrJ @ShaanVP @thesamparr

[Infinite Portals @sffinfinitypod]

@connor_holly1 @leeleathers @awilkinson @nivi Thanks this is super helpful to something I’ve been trying. I’ve been working on building a search engine for podcast transcripts. This could help me build a summary feature too!

[Infinite Portals @sffinfinitypod]

@heydannymiranda @AlmothanaAlt May I get a copy of your research process too, please?

[Infinite Portals @sffinfinitypod]

@myfirstmilpod - wonderful podcast episode with @syedbalkhi!! In Ep476 @ShaanVP briefly explained the concept of “second derivative income”. Very insightful to hear that expanded! Fantastic framework and mental model to adopt! @thesamparr; thanks for an awesome one guys!

[Infinite Portals @sffinfinitypod]

Inspiring stuff! Thanks for sharing @patrick_oshag!!

[Patrick OShaughnessy @patrick_oshag]

One of my favorite examples of life’s work:

In 1976, at the age of 58, Dr. Govindappa Venkataswamy (Dr. V) started Aravind, an eleven bed hospital built to perform eye surgeries in India. Through constant iteration and optimization, Aravind would eventually cure blindness for millions of patients, at a tiny fraction the typical cost, and often at no cost to patients themselves. In his journal, in the 1980s, Dr. V. asked himself: “How do I become a perfect instrument?”

Despite being permanently crippled by rheumatoid arthritis at age 30, Dr. V worked on Aravind until his death at age 87. He was utterly devoted. He quietly changed millions of lives.

Reflecting on his work, he said “Intelligence and capability are not enough. There must be the joy of doing something beautiful…When we grow in spiritual consciousness, we identify ourselves with all that is in the world, and there is no exploitation. It is ourselves we are helping. It is ourselves we are healing.”

[Infinite Portals @sffinfinitypod]

Couldn’t help but cackle a bit! 😂

[Peter Yang @petergyang]

"Jobs to be done" in a nutshell

[Infinite Portals @sffinfinitypod]

The buyback machine resumes chugging! #tencent $TCEHY @KaranMGurnani

[CN Wire @Sino_Market]

Tencent buys back 1,220,000 shares for hk$400.6m on August 18.
#Tencent $TCEHY

[Infinite Portals @sffinfinitypod]

A nice collection to get started with the wonderful essays by the brilliant @paulg! Thanks @callmehouck!!

[Dylan LeClair @DylanLeClair]

This is reporting notional derivative exposure.

I can buy 10k 390 $SPY puts expiring this Friday (each costing $0.02) for $200, and it’d give me $448,000,000 of notional exposure.

[Infinite Portals @sffinfinitypod]

@ahern_brendan Now they have the perfect cover to trigger said policy bazooka, right?

[Infinite Portals @sffinfinitypod]

@KaranMGurnani I distinctly remember him talking highly about Shanghai in a #WeStudyBillionaires episode with @TreyLockerbie

[Infinite Portals @sffinfinitypod]

@shaneparrish I struggle with this a bit - @naval famously says read what you love until you love reading (has also said this on your podcast). How can we develop the filter and discriminate?

[Infinite Portals @sffinfinitypod]

@Nejc77 @AJButton2 From your mouth to market’s ears!! Hallelujah!

[Infinite Portals @sffinfinitypod]

@AJButton2 Not able to hold the $100 handle… I hope the momentum takes it to $110 in the next two weeks or so.

[Infinite Portals @sffinfinitypod]

@AJButton2 The buyback can affect the EPS number, no? Isn’t that one of the significant parts of the financial engineering of buybacks? That’s been $AAPL’s strategy in recent times to “beat” EPS estimates.

[Infinite Portals @sffinfinitypod]

@KaranMGurnani An absolute pleasure! Thanks for sharing your knowledge with me! I’ve truly learned a lot.