Damus

Recent Notes

Fundamentals profile picture
I’ve had my moments of really trying - I found a use case that doesn’t require the network effect. Several, actually.
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If memory serves (it’s been 25 years) the pilot ended with him laid up in critical condition - that right?

Levinson said over and over again that no network would touch it.
Fundamentals profile picture
The question nobody is asking is what global indices Strategy as a US issuer would even be in.

The only relevant indices MsCI has are EAFE, WORLD, and ACWI ex-US

Of them only WORLD has a sliver of US based exposure
Fundamentals profile picture
FWIW - I haven’t uploaded any of my podcasts that had Rod or Dick on it yet so amazingly he has no idea of the Bugleverse which probably explains why it’s so unfunny.