June 20, 2022
We had short get-together before Victor visted Alaska cruise trip. I just quickly take some notes about small talks.
- 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.
- Article is here: https://www.1point3acres.com/bbs/thread-899214-1-1.html
- Brian Madden’s brutal and unfiltered thoughts on the Broadcom / VMware deal, here is the link.
- Keep playing, addiction to trade, and expectation vs long term return
- Interviews, age discrimination and other topics
- SP 500 vs individual stocks
- Equity research and other topics - travel during pandemic time, vaccine
- Other things - friends in California
- Visit all states in USA and travel in China
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