Analyst's wife to analyst: Our son has failed in his exams. He has got only 20 out of 100. You should be strict with him. Analyst: Relax. I had already discounted that information 3 months ago. Next year if he gets even 24 marks, it will be a 20 pct improvement.

youtu.be/HClx4Z_I76k?si…

He said, Xi said

Not to worry-we can discount 2029 earnings

Finished the book ' A history of the United States in 5 crashes'. Interesting primer on what happened in 1907, 1929, 1987, 2008 and 2010

What if you have an investment in Netflix or want to invest in it. You have to understand the quality of the product first.

For the first time in recorded history, I have to agree with Shankar. Also, they are analysing March end results and saying how good/ok they are when the real drama started in April.

🇨🇳 CHINA’S DRONES DELIVER FOOD IN MINUTES — AND FLY OFF LIKE A BOSS A drone in China delivered a Subway sandwich in just three minutes — no driver, no tip, no small talk. The order came in a reusable box, gently lowered from the sky, dodging trees and lampposts like a pro.

If you want to go beyond tweets and summaries of what was said over a weekend.

Finished "Death by China" by Peter Navarro, Sr. Councillor to President Trump on trade. Whether you agree with the book or not, it is important to understand the thinking of US policy influencer/advisor and his long held views.

Don't get psyched. Take a deep breath. Control your frustration. Order some good food at home in the evening.

Be careful of this new trend to retailize PE and other private investments.

Cursor writes 1 billion lines of code every day.

New book, via Amazon, recommended by Bill Ackman

From Today's FT: Alphabet shares slide as Apple seeks AI alternatives to Google search

Imaginary Conf call: We had poor results,margins down, weak next qtr, but should be OK Why Bec u see domestic MFs are getting lot of inflows

Angry wife to analyst- Why are you spoiling our child? You did not get angry at him last night when he told us he failed in the class test. Analyst-His failure was already in my projections so there was no reason to get angry.