Monday, June 20, 2022

3 hours dinner - small talks about SJTU 84 class

 June 20, 2022

We had short get-together before Victor visted Alaska cruise trip. I just quickly take some notes about small talks. 

  1. One of friends used VMWARE. We talked about broadcome purchase of VMWARE. I read some articles here. VMWARE will have big layoff over 10,000 engineers. 
  2. Article is here:  https://www.1point3acres.com/bbs/thread-899214-1-1.html
  3. Brian Madden’s brutal and unfiltered thoughts on the Broadcom / VMware deal, here is the link. 
  4. Keep playing, addiction to trade, and expectation vs long term return
  5. Interviews, age discrimination and other topics 
  6. SP 500 vs individual stocks
  7. Equity research and other topics - travel during pandemic time, vaccine
  8. Other things - friends in California
  9. Visit all states in USA and travel in China



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