Sublime
An inspiration engine for ideas
Liang Mong Song was TSMC's renegade genius.
He gets frustrated with the leadership, so he defects to South Korea and single handedly pushes Samsung to overtake TSMC.
Then SMIC, China's main foundry, poaches him. He becomes CEO and brings along a conga line of Samsung and TSMC's top talent.... See more
Dwarkesh Patelx.comなんとなく3章までをまとめると
・割安小型(時価総額500億以下)成長株を買え
・割安の定義は低PERと高ネットキャッシュ比率
・PBRは見ても意味ない
・成長は社長で判断
・グロース市場は割高で最悪
・野村證券(笑)
・ソロスの出資面倒くさいから断った
・坂本龍馬を尊敬している人は意味不明
塩漬けマン@投機ブログx.com急な腰痛、座ってひと休みしたいけれど…街中の〝冷たさ〟夜廻り猫
withnews.jpJohn Beres
@semanticforest
This scrappy startup founder wants to take down for-profit prison communications. And he’s backed by Twitter’s Jack Dorsey and former Google Chief Eric Schmidt.
freethinkinstagram.com
