While Galloway is always interesting, I felt like this was not one of his better posts - the thinking feels quite shallow. - Those graphs seem poor. He took a

While Galloway is always interesting, I felt like this was not one of his better posts - the thinking feels quite shallow. - Those graphs seem poor. He took a small sample size and drew the trend line that fit his narrative even though the data sure doesn't look to me like it can be fit with a linear trend line. - I don't think any analysis of Vision 1's success or failure can be judged solely on short-term returns given Son's described long-term vision. NVIDIA and Uber are shown as failed investments in this piece, but, while I'm certainly no expert in the area, it seems like both companies are quite well positioned for long-term success as dominant leaders in their industries. - The Vision Fund is sure fun to shit on, but I'm not 100% sure what they've done to deserve being described as criminals. - That is definitely not the right definition of addiction. - I'd be curious to hear more about his evaluation of Robinhood. I've used both Schwab and Robinhood for quite a while and in my mind Robinhood's advantage has been less about the fees and more about Robinhood being a tech-focused company that makes interacting with the stock market so much more convenient than Schwab does.