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My investment portfolio in robinhood

I have been using this #robinhood app probably the last 2 years, love it. The UI is amazing and love the mission of the company which is to democratize financial stocks for everyone. Feel free to comment and argue nicely :)
Recent posts

Very Old Youtube video ... babbling about myself having mid-life crisis

Enjoy :)

12 Life Rules

1. Subtly or sharply, all relationships diverge. Hold each for its time, and not longer. (A rule about breaking relationships)
2. A partnership requires frequent mutual course-corrections and a commitment to the present and future selves of one’s partner. (A rule about committing to lifelong relationships)
3. Be jealous in what you attend to. Do not be afraid to shirk in order to pay dividends elsewhere. (A rule about compromises in work/effort)
4. Build things that enrich your soul; share things that enrich the commons. (A rule about making and creating things)
5. You will fall on the wrong side of history; do not overly venerate posterity. (A rule about your relationship to history)
6. Exchange money for time; exchange time for experience. (A rule about your relationship to wealth and status)
7. Bear your loved ones’ risks with grace. (A rule about your deepest grow-together relationships)
8. You will never quite be its master; be not your body’s slave. (A rule about your physical body)
9. …

The Case for Tesla

What is Tesla moat? Moat is define by what is the core strength of company(Tesla) that prevent other players to compete with it and as such unable to provide value to the market.

Scale Effects:
Tesla has been ramping up their car production up to 6000/week, they have been learning the hard way to ramp up their production hell season.

The gigafactory: They have investing a lot in their gigafactory for their battery technology and according to Ark Invest and Mark Munro (on youtube) their battery technology is superior (about 3 years advance than others) plus the fact they own their own factory. The battery is the ICE world is like the engine part. While BMW, Mercedez and other cars company seems to just outsource their battery technology to third party instead of making on their own.

So, there are 2 points here: one is the battery technology is superior, and two is Tesla control the battery availability and they make sure the supply is there. The first point probably is kind of debatabl…

Netflix a good buy?

Netflix has been down about 20% from ATH, now at around $325.

I am going to say that Netflix seems to be commoditizing Hollywood. They have been gaining ground getting oscar nomination and it is growing. The number of A-list hollywood cast that is joining Netflix seems to be growing. The latest is Sandra Bullock with a blockbuster BirdBox.

I argue some or many of the hollywood artist seems wants the world become a better place, you know peace, love and more equality in the world. The idealistic point of view. If that is the case, what is better platform to express your intention than Netflix?



Keep your life options open till you are sure

I have been contemplating this quotes from Naval Ravikant: First, In making decision if you are not sure, then don't do it.
Second, if it boils down only 2 options and it's fifty/fifty then choose the one that is painful in the short term and bring equanimity in the longer term. Like should i do sports this today or not? Should I eat healthy food or not?

The first one it seems you have 1 option to choose vs myriads of options. This seems to me if people have some money in their pocket. so they have this liberty to keep their option in life to always open.

Especially we are now living in an exponentially option abundance in our time because of the proliferation of technology. So, ideally we always want to keep our options/choice open in life until we are pretty damn sure we want to do it whole heartedly. Meaning not just with your mind but also with your heart and soul. I think this boils down do what you want! Not what the society/parents/obligation tells you what to do! In ot…

why technology matters and what technology to focus on

I have been listening to a16z (www.a16z.com) : podcast, youtube channel and particularly the famous Marc Andreessen (considered to be the founding father of the internet + a16z cofounder).

Yup he created the Netscape browser and also been listening to Balaji Srinivasan (he is one of the GP at 16z) ..not sure if he is still there.

I wanted to convey this very simple yet very important message, that the role of technology is to create abundance. To make something that is scarce into abundance, hence improving human life.

I had Master in electrical engineering but yet I have never thought about the role of technology in a simple yet profound manner. It is so simple yet so mind boggling to me, I could not see it until recently, and I am going to be 49 this year. I know right!, I am a slow learner in that regard :)

Amazing! I felt I have the obligation and talent (although if i have to be honest with myself I am just an average learner in math or software engineering) to continue pursuing …