Jim Simons explains why America is running out of great math teachers
pause at 1:56 - this is why the best math talent no longer ends up in classrooms
"you could get a job at Google, you could get a job at IBM, you could get a job at Goldman Sachs"
"30, 40 years ago... there weren't a million other things you could do with that knowledge"
rewind to 1:23 - this is why he started Math for America
"that's why we started this thing called Math for America"
save it, then watch
🇪🇺 This year the European Union will again make more money from fining US tech companies
Than from the total tax income from Europe's own public tech companies!
Wrote up a new idea: M-Up Holdings $3661.T
An operator of fan platforms in Japan selling for 7.7x EV/EBIT, 13.0% pre-tax earnings yield.
Shares are down ~45% from their August 2025 highs. Zero debt, 34.7% ROE, 20% annual operating profit growth guidance.
Link is below.
Coal demand for power generation is set to climb this year as the Iran war drives up other fossil fuel costs, defying a previous expectation for a plateau, the IEA says https://t.co/5bo2DBSo1n
another "here's why he is Buffett and we are us"
"On the other hand, say when Google went public, he spent more time on their filings because it was new information. He reads a lot of annual reports of companies he would not buy to expand his knowledge."
ppl forget that when u see him in something like Apple, he's not exactly new...only been reading every single 10K and 10Q for the last 50 years.
@CarneyEmissions I am quite certain that the cost to transport him to Ottawa by motorcade would have been significantly more expensive and disruptive to the world than the cost to get his plane to Gatineau.
Today, we’re announcing that we’ve closed our Series C and raised $100M to continue automating the world’s most complex phone calls.
We grabbed some guy named Paul to talk about it because nobody else in the office wanted to. 🧵
Launched Dataroma-style 13F tracker at https://t.co/LIJagMwb0h (desktop best).
Positions are weighted against a fund's approx AUM, not just its 13F book. More directionally accurate.
Create free account for custom lists, financials + Event Monitor (latter two works in process).
@bargainticker @evfcfaddict In what way? I see increase in activations being a positive as that will feed the database flywheel & strengthen the product, + bigger engaged user base = more potential voice in executing pricing hikes with carriers. Anything else?