Bill Gurley

Interestingly - if you simply own the index, you already have that exposure.

Pretty amazing. Our govt sponsored HC programs are paying above market prices for drugs.

That's big. Love the diversified public/private partnerships. Should lead to a ton of innovation - and state by state competition. Which is healthy!

This echoes what Ford CEO @jimfarley98 said about the SU7. I visited the factory in Beijing. It’s all quite impressive. And Lei Jun decided to build a car about the same time Apple was exploring it. And he got it done - a done quite well. 1/2 In this video (start 0:30) Lei Jun walks through their creation process. Must watch. Especially if you (1) have anything to do with the US car business, or (2) are doubtful about Chinese innovation. Clear eyes. 👀 https://t.co/QxHsFyezd2

https://t.co/hCxTgNXfFz

💯 Simple way to simplify our broken HC system. Get the employer out of the loop. US only structure. They are a reluctant and unnecessary participant.

If you are in DC on December 16th. 🤠

@nedelcu1_stefan ROIC. Lots of capex in your scenario. And market share.

This is fun to consider. Remember that selling semiconductors involves lots of other support and processes. You don’t just show up in a new business. #itainteasy

Huge honor to be recognized by @TexasExes this past weekend. https://t.co/lJPfi6HiaR

I support that reason. Price it correctly and put it in the right hands from the get go. They run a perverse and limited process that natural creates a perverse outcome. But their clients do get free $$$ so they likely won’t stop on their own.

🤘🤠

🐊

That topic is deeply discussed in the book as well as Warren’s special mentor. Pre-order here: https://t.co/5CcnK6eZco

At this point it’s 100% clear that effective policy can lower rental rates. No need to debate “the approach” anymore. Just wether your city and its leaders are willing to do it.

If you want more info on China, it's motives, & priorities - listen to this recent episode of the @triviumchina podcast. They go deep on the likely input for the next 5-year plan. No need to guess what China will do. They tell you! https://t.co/jBOCWUi4sa

$UBER almost added a $DASH.

Great stuff. And not just founders. There is a history for every role, for every craft. And for the best, learning never stops. This is #2 of the six principles in my new book. https://t.co/GYAqB7Rc0f

Masterful CEO run. World class.

New blog post (its been a while 🤠) about coming book launch. https://t.co/YQNjyL4jgu

Genius move to launch this during YoutubeTV Disney espn fight. Brilliant.

I know music isn’t why people follow me, BUT this is the best new band I have come across in 5 years. I predict they become quite successful. Deservedly. https://t.co/QKu1gNjlUk

@Jason We both messed up is a much better answer than “who did it worse?”

🐊🐊🐊🐊🐊

Hey tiny E that’s a HUGE number.

Very much worth reading. Well done.

This could send the investment bank IPO operating margin from 81% up towards 89 or even 90%. AI FTW. 👍

Stitch Fix Offers Customers AI-Powered ‘Vision’ of Outfits - https://t.co/NwUiaAzOLe https://t.co/WniIKnXmVn

Learning about BBQ from the 🐐. https://t.co/Q7nfWzIipg

Buzz around security tokenization as an alternative to IPOs is growing. Had Wall Street embraced innovation by promoting Direct Listings, perhaps tokenization wouldn't appear as disruptive. In choosing to protect their interests & not innovate, they are now more at risk.