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CapriciousCptl

1,466 karma · joined January 29, 2020

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CapriciousCptl··on Google recommends all North America employees work from home
Different states have different statues, many (maybe most?) exclude communicable diseases. Even in states without that restriction you’d be burdened by showing the disease came from someone at work. On the other hand if you could show negligence on behalf of an employer facilitating the spread of COVID19 massive lawsuits would mediate the shutdown of the U.S. economy.
CapriciousCptl··on Considering Rust [video]
Rust certainly makes some bugs impossible. But I don't think comparing #bugs of rewrites to the original is ever fair.
CapriciousCptl··on Angiotensin converting enzyme 2 (ACE2) crucial in SARS-coronavirus lung injury (2005)
Thanks, corrected my comment. I'd also expect observational studies since ace-inhibitors are so widespread.
CapriciousCptl··on Angiotensin converting enzyme 2 (ACE2) crucial in SARS-coronavirus lung injury (2005)
__This is not medical advice. Do not go out and take a bunch of losartan without a doctor, you could die.__

Here's the article's main point (from 2005): Kuba et al showed that by injecting losartan into mice (a common ACE inhibitor that is off patent) with a SARS-Coronavirus protein leads to less lung injury than the controls without losartan. No studies have shown this works in living, breathing humans, but...

(Oral) losartan is widely available (at least right now), it can be prescribed off-label by doctors and picked up today. As its on-label use is treating hypertension, obviously it will lead to low blood pressure, along with all the other possible side effects including life-threatening swelling and more. And since dehydration and sepsis can also lead to lower blood pressure, you'd be playing with fire in life-threatening ways without careful watch by a doctor. You can bet this is a source of ongoing research and trials, probably already underway.

__This is not medical advice. Do not go out and take a bunch of losartan without a doctor, you could die.__

CapriciousCptl··on Annual Letter to Berkshire Shareholders (2019) [pdf]
It's simple and there's enough information in it to value the business. The goal is getting up to speed reading 10-k's as fast as you can.
CapriciousCptl··on Amazon Common Software for Devices
This mirrors what’s happened in banking and healthcare SaaS. You can be much smaller than Amazon and have a focused, compliant product with amazing customer lock in. But just like in banking and health records solid regulation in the IoT space needs to come first to force companies to the table.
CapriciousCptl··on Hybrid Bank Account (2017)
By assuming margin you increase your short-term debt service, increase your expected expenses in an emergency and reduce your available credit while being limited in your access to funds in downturns because of margin calls. That undermines the strategy. In the example, you'd get the same net effect in terms of less-ability to weather emergencies and increased market exposure without having to pay margin interest by just reducing the emergency fund by 1 month's after-tax pay.
CapriciousCptl··on Annual Letter to Berkshire Shareholders (2019) [pdf]
* Best introduction: Financial Intelligence, Revised Edition: A Manager's Guide to Knowing What the Numbers Really Mean (Berman, Karen, Knight, Joe, Case, John, imusti)

* Then read this, all of it, except perhaps most of the exhibits: Most recent Costco annual report (10-k).

* Berkshire Hathaway annual letters, Transcripts from Berkshire annual meetings

* Great follow-up: Financial Shenanigans, Fourth Edition: How to Detect Accounting Gimmicks and Fraud in Financial Reports (Schilit, Howard, Perler, Jeremy, Engelhart, Yoni, McGraw-Hill Education)

* Absolute classic (but needs to be updated): The Intelligent Investor: The Definitive Book on Value Investing. (Graham)

* On investing in general: Margin of Safety (Seth Klarman)

* Great intro to valuation, with the caveat that modern finance and concepts like WACC may not necessarily be useful to your investing strategy: Valuation: Measuring and Managing the Value of Companies (Tim Koller, Marc Goedhart, David Wessels)

* Another classic (but needs to be updated): Security Analysis (Graham and Dodd)

I've read those in more-or-less that order, interspersed with plenty of other useful books that you'll discover depending how deep you go. The most important thing is reading 10-ks.

CapriciousCptl··on Human gut bacterial enzyme ingests L-dopa and converts it to dopamine
Dopamine doesn’t cross the blood brain barrier— sorry to burst the bubble of a lot of the posts here. In fact, for the dopamine deficient disease, Parkinson’s, L-dopa is the treatment because it does cross and is the converted to dopamine after crossing.
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