Migo's nav decreases and a measure of our strongest performers for that month. See the Feb 2024 factsheet here: MIGO Feb 2024 Newsletter //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental fac…

Alps Logistics - Part 3 of the February 2024 Factsheet In this episode, we talk about the rise in transaction rumours... View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to no…

BEENOS - Part 2 of the February 2024 Factsheet In this episode, we discuss the increase in share price following AVI's stake declaration View the Feb 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors ov…

We discuss our interest in Beenos and Alpine Logistics' challenges in this episode. See the Feb 2024 factsheet here: AJOT Feb 2024 Newsletter //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamenta…

In this episode, we delve into our stance on Eiken Chemical, the challenges confronting management at NC Holdings, and the dynamics within the Tokyo Stock Exchange (TSE). See the Jan 2024 factsheet here: https://www.assetvalueinvestors.com/content/uploads/2024/02/AJOT-JAN-2024.pdf //About us: Asset Value Investors (“AVI”) have been investing in Jap…

Adam Dubove, cofounder and director of financial consulting firm Ichimoku Fibonacci, contends that the FTX failure does not represent a cryptocurrencies failure. However, he believes the US government will use the company’s failure as an excuse to add new regulations to allegedly protect the victims and create a false sense of security. Dubove, who…

Peter Hartley, Rice University professor and scholar of energy economics at the Baker Institute, contends that the main reason for rising retail energy prices is an emphasis on so-called green or renewable energy and its political popularity. He explains that Vladimir Putin’s invasion of Ukraine exacerbated a preexisting trend.Hartley, who has work…

When it comes to sound money, trader and financial educator Tone Vays argues bitcoin is the most robust among cryptocurrencies. Its unrivaled decentralization and security properties make bitcoin resistant to censorship, confiscation, and manipulation.Tone, who worked on Wall Street for 10 years prior to discovering bitcoin, sees gold and other pre…

Brien Lundin, editor of Gold Newsletter, discusses the end-of-year issue, which includes a review of financial events, transcripts from the 2022 New Orleans Investment Conference (NOIC), and other high-value exclusive content. In this episode, Lundin also shares his insights regarding the implications of future Federal Reserve policies, the influen…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Scaling Language Models: Methods, Analysis & Insights from Training Gopher (Jack W. Rae et al) (summarized by Rohin): This pap…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg Sorry for the long hiatus! I was really busy over the past few months and just didn't find time to write this newsletter. (Realistically,…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Alignment difficulty (Richard Ngo and Eliezer Yudkowsky) (summarized by Rohin): Eliezer is known for being pessimistic about o…

CAUTION! Be advised: by listening to this edition you may find the strong arm of the law coming to bear upon you. This edition is the work of Malcolm Durridge acting alone and without the consent of the St Elwick’s Neighbourhood Association Committee. Desperate times and so on! By Mike Wozniak Produced by Joel Porter…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Draft report on existential risk from power-seeking AI (Joe Carlsmith) (summarized by Rohin): This report investigates the cla…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Collaborating with Humans without Human Data (DJ Strouse et al) (summarized by Rohin): We’ve previously seen that if you want …

Extremely excited to announce that this edition's Local Lives guest is St Elwickian notable Veronica Tooze MBE. Puts previous guests in the shade quite frankly. Please don't simply skip ahead to the interview though as there is an important notice re the Mt Ludlow Lawn fundraiser. By Mike Wozniak Guest appearance by Cariad Lloyd Produced by Joel Po…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Request for proposals for projects in AI alignment that work with deep learning systems (Nick Beckstead and Asya Bergal) (summ…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Unsolved Problems in ML Safety (Dan Hendrycks, Nicholas Carlini, John Schulman, and Jacob Steinhardt) (summarized by Dan Hendr…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS The "most important century" series (Holden Karnofsky) (summarized by Rohin): In some sense, it is really weird for us to clai…

No Local Lives this week but not for want of trying. It’s not much to expect to someone to spare a minute for an interview is it? Nonetheless enclosed within are all the (other) usual sections. Includes the latest on the St Elwickian Crank Caller and, of course, an update re the big speed bump on Wallington Road. By Mike Wozniak Produced by Joel Po…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS TruthfulQA: Measuring How Models Mimic Human Falsehoods (Stephanie Lin et al) (summarized by Rohin): Given that large language…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg HIGHLIGHTS Program Synthesis with Large Language Models (Jacob Austin, Augustus Odena et al) (summarized by Rohin): Can we use large lang…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg This newsletter is a combined summary + opinion for the Finite Factored Sets sequence by Scott Garrabrant. I (Rohin) have taken a lot mor…

While August may be thought of as “The Silly Season” for the mainstream press, here we take our journalistic responsibilities seriously and what could be more important that welcoming some newcomers to St Elwick’s in this week’s Local Lives. Important notice re Birdman Menace also found within. By Mike Wozniak Guest appearance by Nico Tatarowicz Pr…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

In which we see the return of local history enthusiast Hilary Geisler and in Local Lives we talk to Martin Cudlipp who has a very exciting world record attempt on the horizon. By Mike Wozniak Guest appearances by Daniel Rigby and Josh Widdicombe Produced by Joel Porter

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

The publication in June of a special, one-off printed edition of the Newsletter was intended little treat for St Elwickians but judging by the backlash it's had it has been received as anything but. Please find within a response to the multitude of questions and complaints the edition raised. I really don't think I should have to be doing this at a…

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

A complete round up of everything that matters locally. Also this edition Colin Johnson tells us about his snake. By Mike Wozniak Produced by Joel Porter

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Catch up edition for February and March contained within (following data boo-boo) alongside April roundup. In Local Lives we talk to Christine Fingle - owner of Devon's largest collection of business cards! By Mike Wozniak Guest appearance by Charlotte Ritchie Produced by Joel Porter

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

A short missive re recent data catastrophe etc. Newsletter proper to follow in coming days with Christine Fingle as rate limiter (plus I have a written assessment to do for my PGCE which won't do itself). Thanks. Malcolm. By Mike Wozniak Produced by Joel Porter

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg

Recorded by Robert Miles: http://robertskmiles.com More information about the newsletter here: https://rohinshah.com/alignment-newsletter/ YouTube Channel: https://www.youtube.com/channel/UCfGGFXwKpr-TJ5HfxEFaFCg