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the belief that security can be obtained by throwing a small State to the wolves is a fatal delusion

3 days ago

wenbin.orgwenbin.org

Life shrinks or expands in proportion to one’s courage.

4 days ago

wenbin.orgwenbin.org

AI eats the world (Spring 26) [pdf]

5 days ago

wenbin.orgwenbin.org

Is It Even Real? On the Conflation of Money and Things

9 days ago

wenbin.orgwenbin.org

If I had asked people what they wanted, they would have said faster horses

10 days ago

wenbin.orgwenbin.org

The Inference Shift

12 days ago

wenbin.orgwenbin.org

Life will have terrible blows, horrible blows, unfair blows. Doesn't matter. And some people recover, and others don't.

13 days ago

wenbin.orgwenbin.org

I Want to Live Like Costco People

16 days ago

wenbin.orgwenbin.org

Six Years Perfecting Maps on watchOS - David Smith, Independent iOS Developer

21 days ago

wenbin.orgwenbin.org

If I can be optimistic at 99, almost dead, surely the rest of you can handle a little inflation.

26 days ago

wenbin.orgwenbin.org

Build Canada's Wealth Fund

26 days ago

wenbin.orgwenbin.org

Your Spending Needs Attention: Modeling Financial Habits with Transformers

27 days ago

wenbin.orgwenbin.org

PRAGMA: Revolut Foundation Model

27 days ago

wenbin.orgwenbin.org

I Bought Friendster for $30k

27 days ago

wenbin.orgwenbin.org

Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.

27 days ago

wenbin.orgwenbin.org

When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.

29 days ago

wenbin.orgwenbin.org

Historically I deal in five or six asset buckets. It tends to keep me out of trouble in terms of playing in an area where I shouldn't be playing at a particular time. One of the most important things to do is not to play when you don't see a fat pitch.

29 days ago

wenbin.orgwenbin.org

I won't play in a game where the other people are wise and I'm stupid. I look for a place where I'm wise and they're stupid. And, believe me, it works better.

29 days ago

wenbin.orgwenbin.org

I don't care if a company is large cap, middle, small or micro cap. It makes no difference. See's Candy at $25M was micro when we bought. The only questions that matter: 1. Do I understand the business 2. Do I like the people running it 3. Is the price attractive

30 days ago

wenbin.orgwenbin.org

If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.

about 1 month ago

wenbin.orgwenbin.org

I am building a cloud

about 1 month ago

wenbin.orgwenbin.org

Microeconomics is what we do and macroeconomics is what we put up with

about 1 month ago

wenbin.orgwenbin.org

DRUDGE REPORT

about 1 month ago

wenbin.orgwenbin.org

Daring Fireball: Another Day Has Come

about 1 month ago

wenbin.orgwenbin.org

The first rule of a happy life is low expectations. If you have unrealistic expectations, you're going to be miserable your whole life.

about 1 month ago

wenbin.orgwenbin.org

Tim Cook’s Impeccable Timing – Stratechery by Ben Thompson

about 1 month ago

wenbin.orgwenbin.org

When I ran Magellan, I might’ve been right 6 times out of 10. But if I’m right and make a double or triple, occasionally, it offsets the times you lose 30 or 40%. In fact you could [only] be right a third of the time as long as you have a lot of good results.

about 1 month ago

wenbin.orgwenbin.org

I am not a victim, I’m a survivor. I don’t like any feeling of being victimised, so I just put my head down and adjust without ever feeling betrayed.

about 1 month ago

wenbin.orgwenbin.org

I’m a better investor because I’m a business person, and I’m a better business person because I’m an investor.

about 1 month ago

wenbin.orgwenbin.org

If you’ve got a 150 IQ and you’re in my business, go sell 20 or 30 points to somebody else because you really don’t need it. You need emotional stability. You need to be able to detach yourself from fear or greed when that prevails in the market.

about 1 month ago

wenbin.orgwenbin.org

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the belief that security can be obtained by throwing a small State to the wolves is a fatal delusion

Life shrinks or expands in proportion to one’s courage.

AI eats the world (Spring 26) [pdf]

Is It Even Real? On the Conflation of Money and Things

If I had asked people what they wanted, they would have said faster horses

The Inference Shift

Life will have terrible blows, horrible blows, unfair blows. Doesn't matter. And some people recover, and others don't.

I Want to Live Like Costco People

Six Years Perfecting Maps on watchOS - David Smith, Independent iOS Developer

If I can be optimistic at 99, almost dead, surely the rest of you can handle a little inflation.

Build Canada's Wealth Fund

Your Spending Needs Attention: Modeling Financial Habits with Transformers

PRAGMA: Revolut Foundation Model

I Bought Friendster for $30k

Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.

When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.

Historically I deal in five or six asset buckets. It tends to keep me out of trouble in terms of playing in an area where I shouldn't be playing at a particular time. One of the most important things to do is not to play when you don't see a fat pitch.

I won't play in a game where the other people are wise and I'm stupid. I look for a place where I'm wise and they're stupid. And, believe me, it works better.

I don't care if a company is large cap, middle, small or micro cap. It makes no difference. See's Candy at $25M was micro when we bought. The only questions that matter: 1. Do I understand the business 2. Do I like the people running it 3. Is the price attractive

If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.

I am building a cloud

Microeconomics is what we do and macroeconomics is what we put up with

DRUDGE REPORT

Daring Fireball: Another Day Has Come

The first rule of a happy life is low expectations. If you have unrealistic expectations, you're going to be miserable your whole life.

Tim Cook’s Impeccable Timing – Stratechery by Ben Thompson

When I ran Magellan, I might’ve been right 6 times out of 10. But if I’m right and make a double or triple, occasionally, it offsets the times you lose 30 or 40%. In fact you could [only] be right a third of the time as long as you have a lot of good results.

I am not a victim, I’m a survivor. I don’t like any feeling of being victimised, so I just put my head down and adjust without ever feeling betrayed.

I’m a better investor because I’m a business person, and I’m a better business person because I’m an investor.

If you’ve got a 150 IQ and you’re in my business, go sell 20 or 30 points to somebody else because you really don’t need it. You need emotional stability. You need to be able to detach yourself from fear or greed when that prevails in the market.

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Follow your favorite blogs

Make your own feed

Share your readings

Get €20 Credits

the belief that security can be obtained by throwing a small State to the wolves is a fatal delusion

Life shrinks or expands in proportion to one’s courage.

AI eats the world (Spring 26) [pdf]

Is It Even Real? On the Conflation of Money and Things

If I had asked people what they wanted, they would have said faster horses

The Inference Shift

Life will have terrible blows, horrible blows, unfair blows. Doesn't matter. And some people recover, and others don't.

I Want to Live Like Costco People

Six Years Perfecting Maps on watchOS - David Smith, Independent iOS Developer

If I can be optimistic at 99, almost dead, surely the rest of you can handle a little inflation.

Build Canada's Wealth Fund

Your Spending Needs Attention: Modeling Financial Habits with Transformers

PRAGMA: Revolut Foundation Model

I Bought Friendster for $30k

Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.

When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.

Historically I deal in five or six asset buckets. It tends to keep me out of trouble in terms of playing in an area where I shouldn't be playing at a particular time. One of the most important things to do is not to play when you don't see a fat pitch.

I won't play in a game where the other people are wise and I'm stupid. I look for a place where I'm wise and they're stupid. And, believe me, it works better.

I don't care if a company is large cap, middle, small or micro cap. It makes no difference. See's Candy at $25M was micro when we bought. The only questions that matter: 1. Do I understand the business 2. Do I like the people running it 3. Is the price attractive

If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.

I am building a cloud

Microeconomics is what we do and macroeconomics is what we put up with

DRUDGE REPORT

Daring Fireball: Another Day Has Come

The first rule of a happy life is low expectations. If you have unrealistic expectations, you're going to be miserable your whole life.

Tim Cook’s Impeccable Timing – Stratechery by Ben Thompson

When I ran Magellan, I might’ve been right 6 times out of 10. But if I’m right and make a double or triple, occasionally, it offsets the times you lose 30 or 40%. In fact you could [only] be right a third of the time as long as you have a lot of good results.

I am not a victim, I’m a survivor. I don’t like any feeling of being victimised, so I just put my head down and adjust without ever feeling betrayed.

I’m a better investor because I’m a business person, and I’m a better business person because I’m an investor.

If you’ve got a 150 IQ and you’re in my business, go sell 20 or 30 points to somebody else because you really don’t need it. You need emotional stability. You need to be able to detach yourself from fear or greed when that prevails in the market.