Every company is a black box. The art of investing is identifying the key growth drivers and the key events that drive them. There isn't an edge (or source of alpha) in investing in AMZN in understanding if this year's Prime Video content is better than last year's, while this can make a good conversation on weekends, and it can be a source of edge to NFLX. It makes sense that Bill won't know GCP's name: it doesn't matter to GOOG. (But if you invest in AMZN or MSFT, you'll know GCP's name because it does matter).
Interesting on Databricks, will have to give them a look.
Your going to have to put me down in the list for the book giveaway. . . also -- when is merch coming?
I have Factorio in my steam list. . . but no time to get lost in it. . . one day soon!
I have never seen Captain Fantastic. Challenge accepted!💪🤞🟢
Every company is a black box. The art of investing is identifying the key growth drivers and the key events that drive them. There isn't an edge (or source of alpha) in investing in AMZN in understanding if this year's Prime Video content is better than last year's, while this can make a good conversation on weekends, and it can be a source of edge to NFLX. It makes sense that Bill won't know GCP's name: it doesn't matter to GOOG. (But if you invest in AMZN or MSFT, you'll know GCP's name because it does matter).