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2min chapter
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
The Committee for Foreign Investment Into the US
Siphias is the committee for foreign investment into the US. These are the people who generally when especially China or maybe the Saudis when they make investments into the U.S. There's a particular emphasis on technology, because the railroad we could always send the National Guard to take it back in a war against somebody. But if we sold a militarily sensitive circuit to a company that was a state of China, we couldn't take it back necessarily so the reason why it's very focused on transactions is it's veryfocused on IP.
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