Advertisers use this to track data so they can deliver customized advertising. Identifier for Advertisers (“IDFA”): A random device identifier assigned by Apple to a user's device. More definitions will be introduced throughout:Īugmented Reality (“AR”): Uses digitally generated visual overlays to improve the real world.
Please make sure to share this newsletter, share this post, or subscribe (if you have not already) if you like the content! You can use the buttons here to do so:ĭefinitions - The following definitions will be useful to understand before reading this newsletter. I will be working on developing industry reports and better understanding of:Īrtificial Intelligence / Machine Learning and Semiconductors by extension In addition to gaming / the Metaverse, I am focusing on three other major themes. I am thinking about expanding to additional platforms to advance my mission of democratizing investing knowledge (i.e. I am excited by the prospect of one day having domain expertise similar to what Matthew has - he is truly brilliant. Most of what I have learned on this topic is from the work done by Matthew Ball who I believe is the expert in this space. I hope to successfully and objectively convey what makes this theme so exciting for our society and markets. I have become extremely fascinated by gaming / the “Metaverse” - writing this report gave me the opportunity to further develop a foundational knowledge on this subject. I can’t stress enough the importance of knowing the details before investing, but I hope this structure makes the newsletter easier to consume! Additionally, I will look for alternative platforms to distribute this newsletter outside of substack since the formatting and functionality is not optimal. The remainder of the newsletter will provide more details on the company and industry. The top will be the core of the report: 1) Executive Summary, 2) Company Overview, 3) Investment Thesis. So, instead of waiting to finish each detailed company report, I will cover other topics for the weeks that a detailed company report is not ready.īased on some feedback, I’ve changed the structure of the newsletter. However, David Perell is one of the best writers out there and recommends publishing on a consistent basis. It’s been a few weeks since our last report since I spent a lot of time passing on a few companies after being deep in the research process. Send us feedback.In this edition of the Seifel Capital Newsletter we will analyze Unity Software Inc. These example sentences are selected automatically from various online news sources to reflect current usage of the word 'polymath.' Views expressed in the examples do not represent the opinion of Merriam-Webster or its editors. 2021 Lucretius, the Epicurean polymath, believed that odor was a function of geometry. 2021 For the fashion designer Virgil Abloh, the polymath of his cohort, who died on Sunday of a rare cardiac cancer, offensively too young, the center was architecture.ĭoreen St. 2022 The polymath Danchev is well-equipped to investigate Magritte’s singular mind.
2021 After all, as the English writer and polymath John Ruskin liked to say, the stripes of a zebra do not describe its underlying bones or muscles. 2022 For the polymath, there is always a cardinal subject, a chief preoccupation around which all the other interests spin.ĭoreen St. 2022 Lennox, the firebrand Scott, and Stewart, the English polymath, joined forces in the late 1970s in The Tourists, then changed the game with Eurythmics. 2022 In his telling, the first index was compiled by the 13th-century English polymath Robert Grosseteste, who broke down all human knowledge into an alphabetical subject listing.īen Yagoda, WSJ, 11 Feb. Recent Examples on the Web Pyotr Kropotkin was a Russian polymath who became a central figure in the anarcho-communist movement of the late 1800s.
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