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overall impressive. noticed a weird quirk of reading $100 million as "one hundred dollar million" instead of one hundred million dollars


Please do!


Why not? I’m no statistician, so my basic understanding is you should always prefer bigger sample sizes to ensure statistically significant findings.


why is being self-created relevant? The thesis of the bill is that m&a helped big tech accumulate market power, which was later misused anticompetitively, so the government should limit tech companies of a certain market cap from inorganically growing market power to mitigate further abuse.

IMO that logic is very flawed, but it’s still pretty trivial to find examples of how m&a has fueled market power expansion e.g. fb and instagram or google and doubleclick. Anticompetitive behavior is perhaps harder to pin down legally, but we’ve clearly not yet achieved some tech utopia.


Just a stock noob, but they are an investment company which markets things like ETFs for buying baskets of stocks. They are known for being big proponents of Tesla stock before it blew up. Now they seem to be considered thought leaders on what is the next tech stock to achieve Tesla-like returns.


Tesla is 9% of their portfolio. Tesla has a P/E of over 1000. It seems incredibly risky to hold Tesla now.


Tesla is expected to 4x it’s revenue in 2 years. So in 2 years that could be a much lower PE. Maybe try a PEG ratio or discounted future cash flows


Do you expect $TSLA to stagnate for the next two years then?


No, you’re misinterpreting it. I don’t expect Tesla’s growth to be flat for 2 years and then 4x in 1 quarter; that would be insane.


I think parent is talking about the price of Tesla's stock, since your comment seems to suggest that this growth is already priced into Tesla's stock price, meaning that, based on that reason alone, Tesla's stock price is unlikely to increase in the next two years unless it exceeds even those targets.


It's their strongest conviction holding. They're limited to 10% exposure to any 1 company...


would need to consider the lag in time between them making the trade for themselves and the them disclosing it. I expect that would probably wipe out most of the alpha.


I believe they are contrasting the supply of property used for real estate sales vs for rentals. Owners that would have put their properties on the market are supposedly holding off on selling and instead listing them as rental units. An increase in availability of rental units would drive down the price of an apartment.


is there a place to check which airports and which airlines have implemented this? I traveled over the holidays and didn't even notice the face scanning.


perhaps paid to do the former but believes in the latter?


but the type of user who uses Linux was not the same type of user who were most vulnerable to getting viruses back before walled gardens. linux users would be less prone to malware regardless of whether there's a walled garden because they are more likely to have the tech literacy.


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