WM 23 July 2022
Q uotes The rise and fall of the Roman Empire Lessons & Thoughts Pythogoras The universe is ruled by mathematic laws. The universe is cyclical and follows a form of harmony/music/vibration (harmony of the spheres highlight proportions). 12 notes including 8 octaves and fourths to write all the music in the world All truth passes through three stages Makes sense? Sense and senses Meaning = why = emotion. Aligning rational story telling with emotion, Giving sense to emotions. Global warming is not a myth Change is the only constant (below Hong Kong, NY, London, Dubai, Shanghai) I Dunning-Kruger effect. Or why you should distrust the experts Virtues Winning Martin Zweig's eternal words of wisdom Synchronicity vs Serendipity 20 constants and the rest is change (variable) Ethics vs Morality Wyckoff Customer centricity IPO: Improbable Profit Opportunity or It's Probably Overpriced Inventory cycle ROIC matters Quality compounds In the long run, it's earnings that m...