Some links and thoughts

1.  Admiral group (link) (link)
2. AMETEK (link) (link)
3. 去中心化身份 (link)
• DID無法隨意棄用, 用以回答"我是誰"
• DID需要有累積的功能, 回答"過去發生過甚麼"
• DID可以為個人帶來收益嗎?
• 當個人可以擁有虛擬身分, 是否會更愛惜, 更有意願去維護?
• DID可以帶來信任嗎?
• crypto
• BrightID
• Friend with benefit
• Project galaxy
4. inflation explainer (link)
• We really doesn't fully know the answer to the most basic question, is inflation stable or unstable around an interest rate target
• We doesn't know the Fed need to raise interest rates more than observed inflation to bring inflation under control
• If nothing terrible happens (no external shock), we will soon have another great test of macroeconomic theories
5. A takeover candidate in Britain (link)
• DFS furniture: 15% (conservative 2022 estimated FCF/EV)
6. 業餘分析師近況 (link)