Learn & understand quality, not memorize & regurgitate quantity.
…this comes on the back of an 8 part video series with respect to the topic of miss-understood exponential growth, by the masses.
The series is presented by a prof, who lays out the simple arithmetic of the impossibility of infinite growth and then presents the corollaries and extrapolations with respect to demographics and energy.
It was nothing new to me, I’m sharing it with you, in case it’s new to you.
P2P file sharing still dominates bandwidth usage in North America, consuming 75% of the upload stream and 35.6% of the download stream. According to this short study/report on Trends in Broadband Traffic Demographics.
This study is done by a company, I own shares in, Sandvine. They are basically trying to help ISPs, prioritize packets and handle traffic on their networks, in the face of difficult bandwidth trends (Online video/media, P2P file sharing, etc.) The company’s revenue has been explosive quarter over quarter, with a stall in last two quarters. The stock chart is ugly, but I think it will be a great 10 year story. After buying this stock over a year ago, I went to my first annual share holder meeting, in May. I left the meeting more than doubling up my position.
They announce earnings early Tuesday A.M.
Long Sandvine.
Late last night, I sent my debt to equity ratio through the frigging roof, I bought a condo in the middle of Toronto. Had a blast doing it. Can’t wait to move in, Bayview & Sheppard if you know the area. I feel inflation is about to ramp up, so I’m not so worried about the debt.
Some of you might have noticed, on twitter, I’ve been pre-occupied from miss market. I’m back now guys.
More importantly, the only real estate agent you need to know in Toronto, is Julia Warren. She rocked. On my ride back to Waterloo, I estimated I’ve met and worked with somehow (counting even listing agents I’ve just met for 15 minutes) approximately 60-70 real-estate agents in 4 different countries, and she is so far, the best one. She worked really hard, was super informed, and most remarkably: she never left me with a hint of that feeling you get when you think an agent might be not actually working in your best interest. I’m stoked to know somebody in the GTA Real-Estate game that is so driven. Can’t wait to watch her trounce the competition and build up an empire.
Long Julia.