Marco Goldin

Don't fall in love with a stock. Own the business. Retain it as long as its cash flow and operating leverage align with your expectations. With careful selection, you may hold it for a decade or more, reaping the rewards of patient investing. Because, as Andrew Grove wrote, "only…

Plants want to kill us.

Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark 10 years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud, YouTube, Play, Subscriptions etc. To give a…

As had happened with Terravest Industries, my most glaring miss, regrettably, for not buying it, i suddenly found myself drawn to the natural gas sector and began researching ONEOK, $OKE, a company with undeniably solid metrics, value‑investing management, and a compelling…

Trump claims he couldn't have made Epstein's creepy birthday card, but allow Jon Stewart to counter with exhibits A through Z

When you put a webserver up on the internet. anywhere, hosting anything, you will see "the background radiation of the internet", and it looks like this:

$NKE I'm not particularly interested in the sportswear industry or similar sectors, but despite the declines in revenue and operating income, there’s no doubt that Nike's earnings are of high quality, and the company is steadily improving its conversion of profits into cash. I…

Thumb down > "Suggested incorrected code" > repeat. Do you even bother?

This made my day.

Wrong choices, wrong visions, and it’s not the only car company whose goal now is no longer to increase revenue, but simply to survive. $STLA "As the hydrogen market is showing no development prospect at mid-term, Stellantis has decided to discontinue its hydrogen fuel cell…

$OSCR CEO Mark Bertolini deep dive 🧵 I think it’s a good time to look at who leads Oscar Health and why he gives the company a massive edge which is being ignored by the market

Can an AI model predict perfectly and still have a terrible world model? What would that even mean? Our new ICML paper formalizes these questions One result tells the story: A transformer trained on 10M solar systems nails planetary orbits. But it botches gravitational laws 🧵

I’ll just say this about CPI data: you need to know how to read them, and above all, it’s crucial to have a clear understanding of the underlying statistics. The disinflation trend is unmistakable in the short-term numbers, yet several details within the same tables show that…

I tried the Agent mode in Copilot with Gemini 2.5 Pro on a 1300-line #python #spark Notebook. It messed up half of the SQL queries. It seems the issue isn’t just the context window, but even worse, the forced attempt to tweak already working code (which I had explicitly…

And you can't have intelligence or knowledge without direct sensory experience or reasoning beyond language.

Obviously, I would never bookmark whereislibgen.vercel.app on Tor Browser to track the deplorable LibGen website. No one should. It’s an absolute disgrace that a live tracker exists with an updated domain for a shadow library harboring the horror of over 80 million science journal…

I love these intersections between computational engineering and finance. "Using a comprehensive dataset of corporate disclosures and a novel identification strategy based on regulatory changes, we find that cognitive load significantly impairs price discovery, with effects…

There's a catch with this #AI euphoria, think about it.

Please make your vision beat the +5% revenue YoY at least 🙏