Brian Hui (@BrianHui) profile picture

Full time ML practitioner, part time value investor.

Joined September 2017
Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)Photo by Brian Hui (@BrianHui)
Replying to @MattJMcClintock
Great post. I always viewed "demand creation" as their PP&E on a balance sheet. They will need to adjust the investment. All reads bullish for FL as NKE will need their partnership to improve.
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Best explanation of the reason coming to annual meeting was from Tom Gayner said two days ago: “Coming here is a yearly reminder of being rational and power of continuous compounding.” #brk2023
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Do you remember when you joined Twitter? I do! #MyTwitterAnniversary
#earnings Maybe there should be a rule in the industry: analysts are not allowed to update their price targets 30days after big movements in stock price. I was never allowed to change my answers after I submitted my exam sheets. I can give a different answer at next exam.
Pony Ma said Tencent is replaceable and described it as an ordinary company that has benefited from China's rapid development. It should do its job without crossing any lines, reiterating a past theme about the company serving as ‘assistant and connector' finance.yahoo.com/news/tence…
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If you inverse it, as Munger always says, you will understand the core of Chinese tech companies’ recent crisis #tencent #China #Baba
Is it just me ? I got promoted tweet or ads every other message. Now Twitter management really take monetization seriously! @Twitter
I meant $twtr, where is the edit function?
2) Super follow: followers subscription
A reminder from @mkonnikova as you look at investing outcomes in '20: "It's not about winning or losing - that's chance. It's about the process. The wins go to people's heads, while the losses they can't deal with. It's so easy to be delusional. Less certainty, more inquiry."
Great concession speech. Americans didn't appreciate it until now. youtu.be/NvgqRKYapU8 #2020ElectionThoughts
Whatever side you are on in the #Elections2020 Let's not forget that about half the country voted for the other side. The losing half of the country will go through a grieving process: Disbelief, denial and anger are all part of that.
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The last question of the night, submitted by an 8th grade girl in Utah, is the best one of the debates and one we should all ponder. #ChooseOptimism – at Deephaven, MN
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My 9 year old son said I wish one of the candidates is a woman. I asked why. He said, "So I can hear who is saying what when they talk over each other!„ #Debates2020
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Why don they have an option to mute the microphone in the presidential debate? Every zoom meeting has that! #PresidentialDebate2020
He finally said something perfectly explained the stock market forbes.com/sites/brucelee/20…
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I don't think that people appreciate how different the voice to text experience on a Pixel is from an iPhone. So here is a little head to head example. The Pixel is so responsive it feels like it is reading my mind!
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