What This Is and Isn't
Welcome to the Serendipity Engine1.
These are the rules of the game:
Lower your expectations. This is an outlet for sharing interesting things I find. Once in a while, I’ll have longer essays, interviews, and deep-dives. I probably won’t blow your mind, but I’ll try to expand it at least a little.
It's not just going to be about finance. I know most people who follow me on Twitter are into finance stuff. There's going to be a lot of that, but also other things. I'll label every section by topic, so if you want only finance, it'll be easy to read just that section.
It won’t be linear, feel free to jump around. Once in a while I may do a theme or narrative, but most editions won’t be like that. You can skim the sub-titles and scan the images and just read what grabs you.
I don't want this to feel like work. I want to be excited to add things to the next edition of the newsletter. The way to keep it like that is not to have a rigid schedule or format, or to feel like I have to write constant stock pitches.
I change my mind, I make mistakes. If you spot errors, factual or logical, please let me know (my DMs are open on Twitter, or you can “reply” to newsletter emails). If you read an old edition, it may contain things I no longer believe. Don't assume I'm a marble statue.
I’m not “qualified” for anything. Nothing here is investment advice or medical advice or interior decorating advice. I’ve never studied or worked in finance, or most other things I write about ¯\_(ツ)_/¯
If that sounds good to you, join the fun (everything is free to access, but only exists thanks to my amazing paid supporters 💚 🥃 — you should become one):




Liberty 💚🥃 @LibertyRPF
149: Jobi Lütkos, Benevolent Neglect, Twitter's Platform Move, DuckDuckGo's Rise, Satya Nadella on Microsoft, SpaceX Starlink, Nvidia + Google, and Mescaline Medication $MSFT $NVDA $TWTR $GOOG $SHOP https://t.co/LmrOIlrxNm


Liberty @LibertyRPF
Thanks to all the new subs. I will try my best not to disappoint you too completely. https://t.co/tbU4MZUuvr
Liberty 💚🥃 @LibertyRPF
109: Enterprise Spending on Cloud, WCM, Amazon in 1999, Microsoft + Discord, NFTs, OpenAI's GPT-3 Ecosystem, Samsung DDR5, and FBI Bribing Congressmen $AMZN $MSFT $SSNLF https://t.co/QFXKb0kibX
Liberty 💚🥃 @LibertyRPF
133: Feynman Moment, Cloudflare Frugality & Innovation, Solar Efficiency, Allulose & Global Health, Regulatory Cut & Paste, Pirate Branding Lessons, Snap, and Parasite Rock $NET $MSFT $SNAP https://t.co/2DubFvY7Pd
Liberty @LibertyRPF
35: Fred Liu's Good Year, Nvidia's 10x Video Compression AI, GPUs Colonizing the Cloud, Claude Shannon Letdown, and Minion Capital Interview (also: Whole Foods to Buffett? Microsoft & Google rebranding, older founders, DDR5, CDC, NZ, etc) (thx 1,645 subs) https://t.co/YaapUrl7a1







Liberty @LibertyRPF
𝕊𝕡𝕖𝕔𝕚𝕒𝕝 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 #𝟙: Interview with David Kim a.k.a. Scuttleblurb (@scuttleblurb -- https://t.co/icXTXqbr7p): 🍪 https://t.co/N464nfqqsV





Liberty @LibertyRPF
86: Writing, Bezos, 21st Century Pumps & Dumps, DCF Stuff, Google Stadia Studios, Apple Report Card & M1 iMac Wishlist, LSD, a Plea for the U.S. Semiconductor Industry $AMZN $GOOG $AAPL $TSM $INTC $GME https://t.co/lVAs91Hx6q
Liberty 💚🥃 @LibertyRPF
117: Bezos' Last Amazon Letter, Microsoft's Nadella on Nuance, Costco 101, Facebook, Coinbase IPO, Snowflake's Sales, Jamie Dimon, Google, Omega 3, and Deadwood $AMZN $MSFT $COST $FB $COIN $SNOW $JPM $GOOG $INTC https://t.co/OzvxvPm6uu
Liberty 💚🥃 @LibertyRPF
130: ASML's Manhattan Project, CAGR, Apple M1 vs Intel, GameStop, Indonesia, SemiconductorLand, DarkSide Ransomware Gang Disbands, and Focus matters a lot $ASML $AMD $CDNS $INTC $LRCX $MCHP $MU $NVDA $SNPS $TSM $TXN $AAPL $GME https://t.co/FVvNKrlGHJ
Liberty 💚🥃 @LibertyRPF
Not sure what's going on or where this is coming from, but got about 40 new subs since this morning. Whoever is sending these, thank you! 💚🥃 If you want to join the fun, it's free: https://t.co/9rBUG4Kqnn https://t.co/PLQZVgPGnQ


Liberty 💚🥃 @LibertyRPF
Not sure what's going on or where this is coming from, but got about 40 new subs since this morning. Whoever is sending these, thank you! 💚🥃 If you want to join the fun, it's free: https://t.co/9rBUG4Kqnn https://t.co/PLQZVgPGnQ


Liberty 💚🥃 @LibertyRPF
130: ASML's Manhattan Project, CAGR, Apple M1 vs Intel, GameStop, Indonesia, SemiconductorLand, DarkSide Ransomware Gang Disbands, and Focus matters a lot $ASML $AMD $CDNS $INTC $LRCX $MCHP $MU $NVDA $SNPS $TSM $TXN $AAPL $GME https://t.co/FVvNKrlGHJ


Disclaimer
Nothing on Liberty’s Highlights should be construed as investment advice. Do your own research.
William Oliver used these words to the describe the newsletter. I like it…