I just finished "The Cancer Code" by Jason Fung (@drjasonfung) easily the best book I've read this year.

Highly recommend. Image
Telomeres, Telomere cap, Hayflick limit Image
Atomic bomb survivor cancer rates increased only modestly, with "life expectancy shortened by months, not years".

Chronic exposure is what matters. ImageImageImage
"Indigenous societies such as the Native Americans at the beginning of the 20th century were largely considered immune to cancer... Cancer rates of the native Ojibwa population rose sharply in the 1980s, coinciding with increasing western influence on their lifestyle"
Cancer non-existence in Inuit... Refined grains & sugars... Image
Knowing that smoking gives you cancer is most important thing we know about cancer. Image
Requiring *evidence* isn't scientific, peer review is the search for consensus, medicine is unfortunately not physics. ImageImageImage
What causes cancers are the bad things you do everyday, not typically the one off events. Audit anything unnatural you do daily (drinks, vitamins, shampoos, soaps, deodorants, make-up, food, household cleaning products, etc).

They *all* give you cancer. Image
Careful with your vitamins some give you cancer. I told you 👆 ImageImageImageImage
"Our steady progress against many cancers is being significantly impeded by the obesity epidemic"

$KO $MCD = Cancer Stocks just like $MO

Obviously the inverse is helpful = fast ImageImageImage
Diabetes, Insulin & Cancer ImageImage
Iatrogenics in breast cancer screening.

Should you get a mammagram?

Probably not... ImageImageImageImage
"Primum non nocere, which means "First do no harm". The perspective offered by today's cancer paradigm explains why many national agencies are beginning to scale back on the amount of screening they recommend"
I've ordered Jason's other two books "The Obesity Code" and "The Diabetes Code" I hope they are as good as this one. At a minimum I know they are written be a very clear thinker and a great writer!

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More from @JerryCap

24 Nov
1) I am as conservative as anyone on a clean balance sheet but does $TDG suggest $HEI is just way way too underlevered?
2) Is this too backward looking?Monetary policy (or anything really) doesn't have to play out the way it did in March in the next crisis (did $TDG raise debt post-Fed support?).
3) What are the biggest differences between business models/revenue splits that allow $TDG to carry so much more debt.
Read 4 tweets
9 May
1) $CSU Annual General Meeting Highlights

“It's a lot more fun to be providing utilities with software right now than providing gyms with software"
2) Everybody is working from home and watching $NFLX
3) “Took action prior to the shutdown… Surprised at how well its gone which leads to questions of how many office we need to leave open”
Read 15 tweets
5 Feb
$ANGI

"A successful marketplace captures market share not only from incumbents, but creates incremental demand as the simple and reliable experience lure buyers who otherwise might not transact."
$ANGI

"The 150 categories we’ve unlocked to date represent about $50 billion of our current addressable market (*$400 billion TAM*), all of which can now flow through our platform and our earnings."
$ANGI

"There is a whole other category of projects that are sort of medium priced projects that covers about $150 billion in TAM that we’re in the early stages of experimenting with."
Read 5 tweets
18 Jul 19
1) $NFLX Q2 2019 missed subscribers estimates by the largest magnitude in its history (domestic subscribers: -126K versus +300K guidance; international subscribers: +2.8 million versus +5.0 million guidance).
2) This large miss is somewhat offset by:

A) the companies Q3/19 guidance above consensus (+7.0 million versus +6.4 million consensus; domestic guidance +800K versus consensus +900K and international +6.2 million versus consensus +5.5 million).
3)

B) the company believes they will hit their full year 2019 subscriber targets (implicit Q4 guidance raise)

“Our internal forecast still currently calls for annual global paid net adds to be up year over year.”

C) beats on most of the $ stuff
Read 25 tweets
29 Jun 19
1) Just Finished Railroader:

If Hunter Harrison were alive today we would surely see him wander the world fixing every railroad one at a time and in turn improving an important piece of each countries critical infrastructure.

An American born Canadian Hero.
2) Some Quotes to follow:
3) Drink your good wine today 👇

"I worked my ass off all my life so I could afford to drink a good bottle of wine, and now I can't drink it"
Read 19 tweets
30 May 19
$BYD.UN the largest operator of (non-franchised) collision repair shops in North America

90% of revenues paid by insurance companies
Large and fragmented
What's going to stop this?
Read 26 tweets

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