Stocks to Watch 2021 - Full Analysis Blog Thread

$TDOC* $PINS* $CRWD* $FSLY* $NET $APPS $DDOG* $U $PTON $ROKU* $ZM* $DOCU $CRM $UBER* $ABNB

* = Stocks I own

https://t.co/XrJo0vxb13

Detailed analysis for each individual stock is within this thread, via screenshot from the blog

1) $TDOC - $199.96

2) $PINS - $65.90

3) $CRWD - $211.82

4) $FSLY - $87.37

After trading profitably for a living every year since 2000, in late Jan of 2018 I lost 500k in an hour in the XIV blowup. It destroyed me mentally. I Couldn’t think clearly for 18 months. Couldn’t stop “trying to get my money back” which just made it worse.

Finally, I shut it all down scared shitless that I couldn’t trade any more. I had to protect what was left of what I had built over the previous years. The village of idiots in my head had somehow taken over the castle.

I had to dive deep and fully accept the financial loss and so many other life losses that I was carrying with bitterness and anger to find neutral again. My career had become my compulsion to fix the wrongs of the past, my opiate that had huge hangovers.

Thru the painful process of true awareness of what I was doing, I started day trading 100 shares of AAPL just to keep connected to my roots. Not thinking, not caring just trading my feel of the day from all that I had seen over the years.

Not caring was liberating. It felt so good to trade and simply not give a shit if I made money or not. I just flipped 100 shares around based on my feel of the tape and I did this for 3 months while I licked all my wounds trying to figure out how to let it all go. Summer 2019.

It has been instructive to look back at our tweets re' the pandemic from early in 2020. So here are the questions we have today as we start in 2021. Feel free to add to the list. Let us see how these age a year from now:
1/n👇

1. Getting the world vaccinated -
How can we get the vaccine to everyone? First, we must make enough, then overcome the hesitancy, solve the problems of logistics of distribution and administration. We are struggling in all these areas.
2/n 👇

2. The dosing regimen-
Is it better to give 1 dose of 2-dose regimen to more people vs. give both doses to few?
Data from both Pfizer and Moderna vaccines that if you look at the cases after 12 days of 1st shot to the second shot, the efficacy may be in 80-90% range
3/n 👇

3. Vaccine prioritization:
Should we first give the vx to younger HCWs to keep hospitals open or to all the elderly who are likely to be sicker and the reasons hospitals will be overwhelmed?
Israel is doing a fantastic job getting all the elderly vaccinated first.
4/n 👇

4. Variant strains:
RNA virus tend to mutate. Vx are targeting the Spike protein of the Sars-Cov-2. Will there be enough mutation at critical points to make the virus resistant to the Vx?
This will require regular sequencing/monitoring. Besides the UK, who will do this?
5/n 👇

THREAD: Last Man Standing & The Big Easy

"big and easy" > Big Easy > New Orleans > Louisiana > NOLA

NOLA > Gematria = 42

Note the "7, 8 or 9" - we'll come back to this.

Dated 12/29

What else happened on 12/29?

Rep. Luke Letlow of Lousiana died on 12/29

"I sought the Lord, and he answered me and delivered me from all my fears, except coronavirus. Those who look to him are radiant, and their faces shall never be ashamed, though they shall be covered.” Psalm 34:4–5. COVID trans.

“Even though I walk through the valley of the shadow of death, I will fear no evil, except coronavirus, for you are with me; your rod and your staff, they comfort me, and thy mask protects me.” Psalm 23:4, COVID trans.

“The Lord is my light and my salvation; whom shall I fear? The maskless. The Lord is the stronghold of my life; of whom shall I be afraid? Those without masks.” Psalm 27:1, COVID trans.

"For I, the LORD your God, hold your right hand; it is I who say to you, “Fear not, I am the one who helps you, but only if you wear a mask.” Isaiah 41:13, COVID trans.

“Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid, except about the coronavirus, which can kill you.” Luke 14:27, COVID trans.

Beginning to learn and understand that my "inner critic" - the voice that harshly criticizes and shames me - is only and has always only been attempting to protect me, to act to curtail or stop behavior that in the past has gotten us harmed - has made dealing w/it much easier.

Not "easy" or "pleasant," because the inner critic still shows up only when it wants to yell that we need to stop doing something immediately b/c of how we have previously been hurt. As a protector it still attempts to mostly communicate with goads of fear and shaming.

But understanding the roots of that fear and shaming, that self-policing behavior, has allowed me to respond to it with compassion, and that has been transformative. Being able to hear and endure the shaming as what it is - a protective reflex born from a child's fear & pain;

has enabled me to view it in that proper context, the same way I would view a child screaming in fear, and receive it gently and warmly, thank it for trying to protect me, and attempt to de-escalate the fearful predictions of catastrophe.

Not having to receive these still-aversive messages from a place of anger and hurt - from a place of "why is this voice saying such terrible things, I am so angry at this piece of myself that wants to protect me," has reduced the stress of inner critic interruptions considerably.

Election Litigation Update - Gohmert.

Reply brief is in. Let's have a look. They are, mercifully, underlength. They had 50 pages available, the PDF is 43 and some of that is cover page, signatures,

Interesting table of contents. Looks like they're packing a lot in, until you realize that much of the material that's important - like their response to the "you sued the wrong person" material and "injury in fact" take up very little space.

Looks like they decided to skip the table of authorities. Presumably GoogleDocWord ate it too bad for them to fix. This will certainly further endear them to the judge.

This is going to be interesting - leading off a reply brief with a "here's what our cause is about" is certainly a strategy. It's even a bold strategy.

Shall we dig deeper, Cotton?

"We live in a democratic republic in which the Vice President, who will more often than not be a candidate in the election, has the sole and unchallengeable power to decide who wins the election" is a hellofa take.

Charlie Munger on Delayed Gratification:

I've also got the money-sense gene. The first 13 years I practiced law, my income from practicing law was $300,000 total.

At the end of that 13 years, what did I have?

1/

A house. Two cars. And $300,000 of liquid assets. Everyone else'd have spent that slender income, not invested it shrewdly, and so forth.

I just think it was, to me, it was as natural as breathing, and of course I knew how compound interest worked!

2/

I knew when I saved $10 I was really saving $100 or $1,000 ,because of the future growth of the $10.

It just took a little wait. And when I quit law practice it was because I wanted to work for myself instead of my clients, because I knew I could do better than they did.

3/

You only get a few opportunities, and you have to grab them aggressively when they come because even in the most favored life, they're really rare.

I always feel that the opportunities are rare. I only get a few and then I have to seize them aggressively.

4/

Now that lesson I just talked about, it is taught in no business school I know of. But…everybody who has any sense ought to know [that] at the start of life, and practically nobody does.

I just described reality the way it really is.

5/

I've been reflecting some on Anatolios' book and wanted to put some thoughts down about doctrinal development, specifically re the Trinity.

The first thing that we have to say is that all Christians, irrespective of which tradition we are from, have to reckon with doctrinal development. Catholic, Protestant, Orthodox, we need to understand that doctrines do historically develop as the church reflects on Scripture.

Crucially, as Protestants, what distinguishes our mode of development from others is that our development absolutely must be regulated by Scripture. We are captives to the word of God. Therefore, as we develop doctrine it is crucial that it is developed biblically.

Both of these things being the case, we need a model of explaining doctrinal development that can account for the fact of development and the fact that it must be truly biblical development. Though Anatolios is a Malkite, I think the model he presents is workable.

By which, I mean that his model, which is original to the French Catholic Gabriel Marcel, explains doctrinal development in ways that 1) account for how development actually occurs historically, and 2) leaves the conclusion of development open to analysis on Scriptural terms.

Since I go off on my Intel is like Wine rant about once a year, I thought why not just do it on the first day and get it over with. So, A Thread...

During my MBA in the Operations class, we had a lecture on different types of knowledge that go into production processes. Put simply--Some processes are Art and some are Science. But more specifically, you can separate process knowledge into two categories: Tacit & Codified

What makes knowledge codified versus tacit?

You can further categorize both the Producers knowledge of How to produce and Producer's knowledge of What the customer's want, thus resulting in the classic B-school 2x2.

Production for Coke is by formula and everybody knows exactly what a Coke taste like. For the Ritz-Carlton, knowing what makes a great experience for any particular customer is hard to know, but doing it (say placing chocolate covered strawberries in the room...is easy)

Happy New Year! On Monday, we start tweeting about #AdamSmith 's whole #WealthOfNations at the rate of about a chapter a day! Don’t miss it! #WealthOfTweets #SmithTweets

Today, we’re looking at “The Introduction and Plan of the Work” because although it is New Year’s Day, we, the SmithTweeters, are still Very Serious Smith Scholars. #WealthOfTweets #SmithTweets

TFW you start reading “The Introduction and Plan of the Work” and realize that elevator speeches were invented before elevators. #WealthOfTweets #SmithTweets

How hard people work &how many are working is more important to national wealth than resources &climate. So much for Montesquieu et al saying climate determines levels of industriousness or laziness. (Int. 3) #WealthOfTweets #SmithTweets

We swear we’re going to come back to Smith and this “savage nations” phrase he keeps dropping. We just can’t do it on January 1st. (Int. 4) #WealthOfTweets #SmithTweets

I'd like to briefly discuss something I think is really important. Possibly the most important thing to consider this new year. When I worked in law I was taught to research and analyze all info & possibilities/arguments. We were taught to remove our emotions from this process..

The reason we were taught not to become too emotionally invested in a particular client or case was because it creates a situation in which you can be blindsided and/or manipulated. It can cause you to miss important information or facts that your client didn't want you to see...

This can then in turn implode your entire case & can damage the firm and/or attorneys reputation & credibility. In law, your reputation/credibility is everything. We were taught to remove emotion from the fact finding due diligence process. We were taught to seek out counter

Evidence; we were taught to analyze a case or legal argument from all sides and perspectives. We were taught how to understand the other side & attorneys argument. This is a vigorous process of picking apart your theory, trying to poke holes in it, questioning your own clients

Story, trying to independently validate or disprove it. This is so when you take the case to trial, you are prepared for everything and all possibilities. You must know the other sides legal theory/argument better than they do. You must have a solid foundation of prior case law..

THREAD ON HINDU-BUDHIST SHARES OF SOME AREAS ON ISLAMIC INVASION
@tweetsofshino @porbotialora @56Dtweets @

1. Pushkalavati-Kabulistan
Cutoff Date-971
Budhist-60
Hindu- 15
Zoroastrians- 25

2. Zaranj-Makran(East Balochistan)
Cutoff Date-710
Budhist- 40
Hindu- 20
Zoroastrian- 40

3.Khost-Pishin-Gandhara(Quetta Region)
Cutoff Date- 1004
Budhist- 75
Hindu- 25
Animist/Others- 0

4. Gilgit Baltistan
Cutoff Date- 1299
Budhist-60
Hindu- 34
Animist/Others- 6

5. Khyber Pakhtunkhwa
Cutoff Date- 1091
Budhist-84
Hindu-11
Zoroastrian- 5

6.West Punjab
Cutoff Date- 1090
Budhist-36
Hindu-64
Animist/Others-0

7.Vale of Kashmir
Cutoff Date- 1310
Budhist-78
Hindu-22
Animist/Others-0

8. Jammu Division
Cutoff Date- 1410
Budhist-8
Hindu-92
Animist/Others-0

9.Sind
Cutoff Date-690
Budhist- 65
Hindu-34
Animist/Others-1

10.Gujrat
Cutoff Date- 1320
Budhist/Jain- 6
Hindu- 94
Animist/Others-0

Based on how President Trump has handled things over the past four years, I think he leveraged the China virus to quietly take out the Deep State - adapted the plans. /1

I think he used Covid to remove Deep Staters under the guise of illness and will continue to do so.

I wouldn't be surprised if some of them get a lethal injection and they call it a vaccine gone wrong. /2

You may wonder at the ethics of all this but consider the drastic nature of the infiltration of our country. /3

It bothers me that personal freedom is restricted but then I think to myself, this is a good way to get to people, when they don't have the freedom to move. /4

It is useful for President Trump that his political enemies, (that is the people who wanted to use the illness against him), are now backed into a corner, because everyone's convinced that things are really bad and getting worse. /5