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value @obscuredvalue

Joined November 2015
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JeremyKonyndyk Profile Picture

Jeremy Konyndyk @JeremyKonyndyk

7 months ago

So - I've actually led Ebola outbreak response at @USAID. This is bunk from Elon. They have laid off most of the experts, they're bankrupting most of the partner orgs, have withdrawn from WHO, and muzzled CDC. What's left is a fig-leaf effort to cover their asses politically.

atrupar Profile Picture

Aaron Rupar @atrupar

7 months ago

So - I've actually led Ebola outbreak response at @USAID. This is bunk from Elon. They have laid off most of the experts, they're bankrupting most of the partner orgs, have withdrawn from WHO, and muzzled CDC. What's left is a fig-leaf effort to cover their asses politically.

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value @obscuredvalue

9 years ago

This was a really interesting read: newyorker.com/magazine/2004/…

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value @obscuredvalue

9 years ago

@RodBoydILM @amazonbooks i'm ashamed to say I didn't know you wrote a book. Ordered!

obscuredvalue Profile Picture

value @obscuredvalue

9 years ago

@Valuetrap13 if perf is still good. Usually the game is once they underperform alloc says "i knew it, they got cocky" then they fire

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value @obscuredvalue

9 years ago

@Valuetrap13 agree--but very difficult for allocators to make a decision based on it.

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value @obscuredvalue

9 years ago

@Valuetrap13 for Ruane, few years ago ?s about VRX's lvg and biz model-things RC used to focus acutely on-were dismissed out of hand by team

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value @obscuredvalue

9 years ago

@Valuetrap13 ego/arrogance are difficult to measure but can be predictive

obscuredvalue Profile Picture

value @obscuredvalue

9 years ago

@Valuetrap13 this is really good. For successful mgrs that which is measurable often reinforces view of success w/o focusing on real drivers

obscuredvalue Profile Picture

value @obscuredvalue

9 years ago

@Valuetrap13 @AcesAndFaults @Liberty8988 I spoke recently with someone smarter than i- "gouging customers isn't sustainable CA

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value @obscuredvalue

9 years ago

@brattlestcap is there a better bang for the buck than the CFA and credibility it provides? In grand scheme it is much cheaper than alts

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value @obscuredvalue

9 years ago

@xsnhonda @WallStCynic @ihors3 please commence the short selling lesson for Diogenes. Please.

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value @obscuredvalue

9 years ago

@KenofCostco interesting to see people react to this and then imagine how they'll act if the sitch they're comparing to actually occurs

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value @obscuredvalue

9 years ago

Any VIC handles worth following? research on Sumzero?

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value @obscuredvalue

9 years ago

@covenantlite @MarAzul_90 @LAEQTY @Find_Me_Value @3747S_14458E $100k suit? You must mean $10k? Otherwise I'm genuinely curious about it

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value @obscuredvalue

10 years ago

@Valuetrap13 interesting. How much of an overcorrection do you think this is?

obscuredvalue Profile Picture

value @obscuredvalue

10 years ago

@brattlestcap Simplicity can show understanding but if you prefer this I'm sorry for the clients. Being thoughtful isn't a weakness.

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value @obscuredvalue

10 years ago

farnamstreetblog.com/2016/04/road-l…

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