In Pursuit of Sortino Ratio via Low R-Squared - The Meridian Equity Income Fund
Why We Invest
We invest so that our money may one day work for us.
Doubling your nest egg every seven to ten years
Normalization of Interest Rate Policy
Quantitative Tightening
Defense Wins Championships. What are the defensive stars in your portfolio?
Digital Worlds
The Known Internet Universe: 2 billion people access the services of Facebook, Google, Twitter.
Social Utility
Nobody Loves Me by Vancouver street artist iHeart.
U.S. Energy Renaissance
California Resources: Hometown Oil and Gas for the 8th largest economy in the world (which imports 1/2 of oil needs)
These bonds were purchased at an average cost of $40 per $100 face value [28% yield to maturity].
click here for the Investment Presentation in Adobe PDF Format
NVIDIA: "The Next Intel"*
* "The Next Intel" -- WIRED Magazine, circa 2000
37:11 Jen-Hsun Huang: My holy grail and our holy grail as a company, it is to be -- to make a difference, you know. To have created a technology that -- or capabilities that, frankly, surprises you and delights you, you know. You could imagine that someday Nvidia's technology is -- augments reality somehow. You know, partly real, partly computer graphics. And so, how would you use that? Well, one of my favorite applications that I hope we continue to advance is augmented reality for the car, so that someday your car, your windshield is no longer just a piece of glass, but is a piece of computer glass like this. 37:58 Charlie Rose: Right. 38:02 Jen-Hsun Huang: And instead of just seeing what you see, we actually augment it with computer graphics on top, to enhance your vision, if you will.
Charlie Rose Interviews NVIDIA CEO Jen-Hsun Huang in February 2009.