Capital Allocators with Ted Seides, Ep. #32 (Paul Johnson and Paul Sonkin – The Perfect Investment) “Fama says that an efficient stock is one where the market incorporates all available information. So, there are 3 major parts of that: the information has to be properly disseminated and the second is that it has to be […]
Tag Archives: Machine Learning
[FICO] Fair Isaac
some thoughts on FICO
October 12, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] META, MU, NVDA, LW, open web advertising
October 8, 2026
strategy and challenges at Meta’s Reality Labs; the bull and bear case for memory; Europe [...]
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
October 2, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[ROL – Rollins] The exterminator’s dilemma
October 1, 2026
Upcoming posts (in no particular order): Otis, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
September 24, 2026
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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