With AVI’s new podcast, you can access the latest facsheet reports and manager comments while you’re on the move.
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St Elwick's Neighbourhood Association Newsletter Podcast Editor-in-Chief Malcolm Durridge. By Mike Wozniak Produced by Joel Porter
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The Alignment Newsletter is a weekly publication with recent content relevant to AI alignment. This podcast is an audio version, recorded by Robert Miles (http://robertskmiles.com) More information about the newsletter at: https://rohinshah.com/alignment-newsletter/
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The Gold Newsletter Podcast, hosted by Fergus Hodgson and Brien Lundin, is your home for investment, economics, and geopolitics. It is a project of Jefferson Companies, which publishes Gold Newsletter and hosts the New Orleans Investment Conference. For show notes, go to http://goldnewsletter.com/podcast/.
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Princess Private Equity - Part two (Final) of the April 2024 Factsheet. View the March 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 non-fundamental factors. AVI Global Trust p.l.c i…
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Hipgnosis Songs Fund - Part one of the April 2024 Factsheet. View the March 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 non-fundamental factors. AVI Global Trust p.l.c is referred …
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View AJOT's April 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 non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. AJOT’s inv…
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View the April 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 non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the channel. MIGO's investment …
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Part two (final) of the March 2024 Factsheet. View the March 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 non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ thr…
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The final part of the March 2024 Factsheet. View the March 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 non-fundamental factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO…
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Schiehallion, Georgia Capital & Duke Capital - Part 2 of the March 2024 Factsheet Listen to the growth stories of Schiehallion, Georgia Capital, and Duke Capital in our latest investment podcast episode. View the March 2024 Factsheet here //About us: Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on underv…
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Investment trust navigates market challenges with modest returns amidst wider gains, highlighting sector-wide discounts and unresolved issues, offering an attractive entry point amid market inefficiencies.Por Asset Value Investors
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Contributors and Detractors - Part 4 (final) of the March 2024 Factsheet //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 factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’…
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Shin Etsu - Part 3 of the March 2024 Factsheet //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 factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. A…
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Alps Alpine - Part 2 of the March 2024 Factsheet //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 factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel.…
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Part one of the March 2024 Factsheet. View the March 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 non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ throughout …
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Jade Group - Intro to the March 2024 Factsheet //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 factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. A…
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The final part of the February 2024 Factsheet. 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 non-fundamental factors. AVI Global Trust p.l.c is referred to as ‘AGT’ thro…
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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…
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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…
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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…
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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…
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Part one of the February 2024 Factsheet. 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 non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT…
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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…
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Portfolio Activity - January 2024 Factsheet 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 non-fundamental factors. AVI Japan Opportunity Trust p.l.c is referred to as ‘A…
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Tufton Oceanic & Oakley Capital - January 2024 Factsheet //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 factors. MIGO Opportunity Trust p.l.c is referred to as ‘MIGO’ throughout the chann…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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 …
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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…
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Alignment Newsletter #168: Four technical topics for which Open Phil is soliciting grant proposals
16:21
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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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
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Alignment Newsletter #161: Creating generalizable reward functions for multiple tasks by learning a model of functional similarity
17:38
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
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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
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Alignment Newsletter #159: Building agents that know how to experiment, by training on procedurally generated games
27:00
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
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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
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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
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Podcast Edition 25
1:19:48
1:19:48
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1:19:48
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
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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
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Alignment Newsletter #155: A Minecraft benchmark for algorithms that learn without reward functions
12:43
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
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