RACE -- August 2, 2023

Locator: 45294INV.

And, yes, I'm building a position for the long term.

Link here. The boys will thank me in thirty years and wonder what the heck Grandpa was thinking. LOL.

The three biggest sellers in our neck of the woods:

• Tesla
• Jeep
• Ferrari / Lamborghini

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Barron's
July 31, 2023 

Cover: Disney 

Big Pharma: these five drugs made up 15% of the $215 billion Medicare Part D spent on prescription drugs in 2021.
 

Obsession-recession:

 Tech:

Interview with Cathie Wood, ARK:

• riding high again; huge gains in Tesla, Coinbase Global, Roku
• Tesla price target: $2,000
• likes Tesla's new robotaxi business; values EBITDA greater than Apple's
• NVDA: recently sold it; price got quite lofty
• cryptocurrency: remains bullish; see three revolutions
• flight to safety when regional banks started to fail: Bitcoin
• decentralized finance (DeFi): will be Ethereum-based
• digital property rights, NFT -- nonfungible tokens or the metaverse;
• beneficiaries of AI
• Twilio
• Teladoc
• EVTOLs: electric vertical takeoff and landing vehicles
• switch: sold Illumina and bought a much PacBio as they could

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The Book Club

Today it's geometry for Sophia.

Girls Get Curves: Geometry Takes Shape, Danica McKellar, c. 2012.

Notes.

Way too much verbiage.

Some cute ways to remember things, but too much chaff to get to the kernels.

Don't recommend.

There must be better books.

So, that was a bust.

We move on. And here it is. Fascinating. I don't like the style of writing, but ....

The Doomsday Calculation: How An Equation That Predicts The Future Is Transforming Everything We Know About Life And The Universe, William Poundstone, c. 2019.

Notes.