Michael Donovan @LangleyDonovan
Investor. Be useful, helpful and kind. michaeldonovan.blog Great Missenden, UK Joined May 2008-
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On the subject of the Cotswolds, isn’t the Chipping Norton set area (Great Tew, Daylesford, Kingham, etc) rather dull, flat arable land? I can understand why the rolling hills bit further south is so renowned, but not the northern part. Maybe I should see it in the Summer.
Just spent the last few days driving around the Cotswolds, sizing up where to live. As someone who thinks that seed oils are the devil I don’t think I could get past the seas of yellow rapeseed flowers grown there. For me it would be like living surrounded by edible poison. I…
Is your body fat working for you or against you? Your body fat is the biggest organ in your body. Friendly body fat is waiting to give you energy. Diseased body fat is only capable of robbing your energy and generating inflammation. This is not an issue of weight. Whether or…
Everything these days - from hobbies to the quality of workplaces to the benefits of helping the environment - is increasingly framed in terms of mental health. How good is it for our well-being? Imo this is great and very useful - we should do it more theguardian.com/commentisfree/…
We can count on the folks at Harvard to try to scare us away from nutrients, like sodium and chloride. We need these ions in our bloodstream and in our food. They act as antioxidants. Lowering blood pressure by cutting salt elevates stress hormones, according to a review…
We can count on the folks at Harvard to try to scare us away from nutrients, like sodium and chloride. We need these ions in our bloodstream and in our food. They act as antioxidants. Lowering blood pressure by cutting salt elevates stress hormones, according to a review…
You have to choose 3 to receive for your birthday. John Lewis Vouchers, AIDS, Ebola, Polio, Dutch Barn Vodka, Leprosy, M.E, Collapsed Lung, ADHD.
It's always fun talking with @jamesdouma about Tesla FSD, Optimus, Robotaxi, and more. FSD v12: Tesla's Autonomous Driving Game-Changer (Ep. 757)
1/ Pay attention to this. Clearly today's reporting and subsequent market reaction was yet another sign that I think many analysts are not factoring in the autonomy opportunity into Tesla price expectations.
1/ Pay attention to this. Clearly today's reporting and subsequent market reaction was yet another sign that I think many analysts are not factoring in the autonomy opportunity into Tesla price expectations.
2/ We've previously estimated robotaxis could account for roughly 2/3 of Tesla's future enterprise value. ark-invest.com/articles/valua… In fact, we're in the process of updating this work. Stay tuned 👀
I'm honored to be part of this paradigm-changing project. The message I want to convey is hopefully clear in the documentary but worth restating: Cancer is a metabolic disease and therefore is 90 percent PREVENTABLE, and that's being conservative. And it means that we can start…
I'm honored to be part of this paradigm-changing project. The message I want to convey is hopefully clear in the documentary but worth restating: Cancer is a metabolic disease and therefore is 90 percent PREVENTABLE, and that's being conservative. And it means that we can start…
Bill Nighy: ‘I have danced naked in my front room, but you need shoes to really spin’ theguardian.com/film/2024/mar/…
The time is now. Q1 P&D and earnings is the noise. Any guidance around take rates is going to be the signal.
The time is now. Q1 P&D and earnings is the noise. Any guidance around take rates is going to be the signal.
Tesla's FSD Margin Potential - it's kind of a big deal.
Here is the email
Here is the email https://t.co/OD6hkAnihr
I interviewed Gillian Anderson (about sexual fantasy and playing Emily Maitlis ((unconnected))) theguardian.com/culture/2024/m…
Our history of film censorship shows us how our set of acceptable ideas shifts over time. Our times are not uniquely prudish, nor uniquely permissive. We are accumulating taboos - but we are also shedding them theguardian.com/commentisfree/…
How FSD 12 came to be the future of AI cnbc.com/2023/09/09/ai-…
"The record shows the advantage of a peculiar mindset: not seeking action for its own sake, but instead combining extreme patience with extreme decisiveness." — Charlie Munger
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Everything Elon Musk Said At Tesla's Autonomy Day.
Tony Blair: ‘Politics is for the weird and the wealthy’ The former prime minister has reinvented himself as a secret global influencer. If Labour wins, will he be pulling the strings? ⬇️ thetimes.co.uk/article/what-t…
“Be so good they can’t ignore you.” ~ Steve Martin
Lord Byron: Mad, Bad & Dangerous To Know | Part 1 The video version of our first episode on Lord Byron is live now on YouTube!👇
Average Number of Lifetime Sexual Partners by Country, 2024 worldpopulationreview.com/country-rankin…
Pumped to return to NYC for 4 weeks per year for @CNBC - first week of which starts tomorrow. I’ll be anchoring @SquawkStreet 10am EST and @CNBCTheExchange 1pm EST each day this week. Plus @CNBCOvertime on Tuesday. Simply cannot wait. Tune in.
Attractiveness is a filter in a two-stage mate selection process: …rlypublications.universiteitleiden.nl/handle/1887/37…
Experiment pod. 58 min deep dive on stock comp - why stock options are magic / essential in Silicon Valley & how RSUs / adjusted ebitda (where SBC is ignored) have become weapons used against start ups by public companies. Then 25 mins on current topics. Like 2 pods in 1. 👊💥
What do we all think of Tom's Leonardo DiCaprio impression?
Here's an edit of the space between @elonmusk and @GadSaad. This conversation improves audio quality and removes dead space, saving time by 50%. Thank you @DavidCarbutt_ and team for the work!
Incredible to see the massive reversal in the flow of investment $$ from the US to China & India in just 2 years. Modi is taking full advantage of the Xi led China reversal in fortunes. 📉📈
World's most beautiful small towns, 2024. 1. Rothenburg ob der Tauber, 🇩🇪 Germany 2. Wae Rebo, 🇮🇩 Indonesia 3. Sidi Bou Said, 🇹🇳 Tunisia 4. Carmel-by-the-Sea, 🇺🇸 USA 5. Alberobello, 🇮🇹 Italy 6. Esperance, 🇦🇺 Australia 7. Ogmachi, 🇯🇵 Japan (TimeOut)