Don't know anything about it... what makes them stand out to you?[...]

No news from LAB. I expect it to require patience. Haven't looked at the other two recently.[...]

I expect he'll be gradually selling smallish chunks for many years. In this case I wouldn't say it's a clear negative, it's more the absence of a positive.[...]

Oklo's Alaska project was rescinded almost as soon as it was "pre-announced" last fall. That still has a tentative deadline of 2027, but there's probably no way for it to possibly be built by then. BWXT is supposed to deliver a micro reactor for the ar[...]

No, but I invest in insurance underwriters who I'm pretty confident are better at evaluating weather risks than I am -- and most of them don't actually take much of the catastrophe exposure for known property risk areas on their own, they use reinsurance o[...]

Haven't looked at that one yet, but I think I've got a copy in my pile... thanks![...]

This was back when ETHE traded around $20, several pundits teased that from time to time as an easy way to get Ethereum exposure for those who didn't want to dabble in actual cryptos.[...]

It's a cool story, for sure. I'd like to see the NRC license at least one non-light-water reactor before I invest in one of the hopefuls, since it's likely to take so long, but it certainly might work out fantastically.I like the idea of the Oklo reac[...]

True, though the Navy usually uses different stuff -- I think they primarily actually use HEU, the weapons grade stuff, as fuel in naval reactors, because it gives them a bigger power plant in a smaller space.[...]

Sounds like you probably mean the nuclear proliferation risk -- that flows from a Science article that [...]

Thanks bernigu! I'll take a look to see if that ad has changed, but it could just be a repeat of the "[...]

I'd say "no" and "no" -- they're certainly pushing AI at Apple now, and investors reacted with a cheer, but no big partnerships or deals announced with the several companies teased with such promos.[...]

Thanks Sheryl... guess he hasn't updated all his ads to swap out the hints about PATH for ASML clues yet, I'll keep an eye out for that.[...]

Following the feedback, I went back and checked the Q's and K's -- yes, it turns out most of the apparent dilution was the conversion of Class B shares into Class A, so the real shareholder count is relatively unchanged since the IPO in 2020 (was slightly [...]

Yes, Tilson's #1 investment, the "would feel safe putting half my kids inheritance in" is still Berkshire Hathaway (he used to say, "kids college fund," but his kids are I think all graduated now, or close to it) -- that's essentially a repeat of [...]

In general, yes -- part of the challenge is that this was essentially a private royalty fund before going public, so they had investors in the fund who became shareholders, but there is also dilution. See tiger5's comments in this thread for some ameliora[...]

Haven't noticed that particular ad, but I'll keep an eye out.[...]

Thanks tiger5, great feedback on the accounting.[...]

Shouldn't benefit RPRX much, the speed-up part of AI drug research is the "discovery" part, it makes it faster to identify compounds that will make good drugs. So far there's no indication that it will speed up the actual clinical trial process (8-10 year[...]

The accounting does obscure the value to some degree, I'm sure, so perhaps I'm too short-sighted when looking primarily at the falling revenue and free cash flow per share -- didn't dig into PFIC or other issues with that.They've compounded cash flow[...]