Short video of $DISH freight and logistics use case - telecomtv.com/content/open-r…

Anyone know anything about Pollen Mobile?

$DISH Enterprise deal with Duke - prnewswire.com/news-releases/…

Looking forward to discussing 5G, productivity, national security & US competitiveness with fellow Hoyas Georgetown McDonough

“It’s so much faster than my best dreams”, “it’s almost unfair if you don’t have it” - Marc Rouanne referring to the core in the cloud youtu.be/WpwUCbET_og

every journey begins with a first step: axios.com/dish-network-5…

30 minutes until $DISH disappoints me again

Sigh…

$DISH developer site - developer.dishwireless.com/home

$DISH - if true, good news for the upcoming June 14th 20% deadline

Does anyone have any examples / pitches where SOTP was a successful thesis?

0/ Druckenmiller discussing his updated world view with John Collison at the Sohn Conference. Since trying to ring the alarm bell on inflation last year he said what's surprised him is threefold: 1) Magnitude of inflation 2) The bubble burst w/ more vengeance (e.g., a lot of good

$DISH

1/ A decade ago, one of my best friends took over his family's electrical business and worked 6 days a week to grow the company. He recently achieved a generational wealth level exit. He told me a story once that helped me understand how his family achieved such success.

Wow this is incredible

PINNED THREAD. This is roughly 1/3 of my foundational content. So stay tuned for more (or block me if your sick of this crap...)

PART 6: EDGE Most L/S generalist equity funds are similar - lowest barrier to entry strat with innumerable, invisible differences from outside. Many small, good decisions have to be made to generate alpha. Here are some we made that worked for us: