bjacokes

7 ms·

1.
by bjacokes 2y ago
I've read about this strategy and am giving it a shot this year. If I understand it correctly, the reasoning is that until the late summer, the underground root system is putting its energy towards growing the stalks and leaves, so you
2.
by bjacokes 2y ago
This is a bit like saying earnings going up isn't good for stockholders, because they would have been charged a higher price to buy the stock if people had known the earnings were going to go up. Once you've taken out a fixed-rate
3.
by bjacokes 3y ago
It's just like any hiring process: get referrals from people you trust, look at prior work (previous purchases/sales in this case), learn the right questions to ask when interviewing.
4.
by bjacokes 3y ago
Sarah & Duck and Bluey are my favorite kids shows, but they're very different. S&D is more quiet and contemplative, whereas Bluey tends to be more playful and energetic. My daughter grew out of S&D and into Bluey at around
5.
by bjacokes 3y ago
> It sounds like a lot of it just went to unprofitable SaaS companies U.S. GDP is north of $25 trillion and has grown 75% since 2009. Annual VC investments appear to be in the $200-300 billion range, from a quick search - presumably not
6.
by bjacokes 3y ago
There are plenty of never-profitable businesses that have gone bankrupt in the past. See e.g. pets.com from the dot com bust. And this downturn has seen "functioning" businesses like SVB and First Republic go under too. So I'
7.
by bjacokes 3y ago
Protecting bike lanes is a hugely impactful problem that is also far more expensive to solve. That doesn't mean we should be dismissive of a solution to a less impactful (but still important!) problem. Think how many orders of magnitud
8.
by bjacokes 3y ago
Any examples come to mind? This is true of most Internet communities but I've actually found that one to have more informed opinions than usual.
9.
by bjacokes 3y ago
I go to https://www.reddit.com/r/bikewrench for bike maintenance Q&A. The responders there are often extremely knowledgeable, although it doesn't have the article structure of Sheldon's site.
10.
by bjacokes 3y ago
Adjusting water chemistry is extremely prevalent in brewing. For example, if you've ever had a hazy IPA, part of the softer bitterness comes from high levels of chloride in the water. The cost of common brewing salts (gypsum, calcium c
11.
by bjacokes 4y ago
They're worth $80m today, and then maybe $82m next year, $84m the year after, and so on until they're worth $100m at maturity. (Obviously these numbers depend on current and future interest rates, and you'd be earning some in
12.
by bjacokes 4y ago
You're saying that if a bank paid $100m for low-yielding bonds in 2021 which are now worth $80m, those bonds should be valued at $100m on the bank's balance sheet. What if a different bank pays $80m today for the same bonds? Shoul
13.
by bjacokes 4y ago
In 2008 the Fed was decreasing interest rates, which helped support asset prices. Banks held a lot of bad loans which were worth much less than their balance sheets showed. Both of these factors could have caused the unrealized losses in
14.
by bjacokes 4y ago
Well this is one of the wilder comment threads I've been a part of. Good luck with your investing.
15.
by bjacokes 4y ago
You keep referring to this 40% number and calling it a "significant discount", when in actuality it's only a 7-8% decrease in asset value that would be needed to wipe out shareholders ($211B assets vs $195B liabilities on the
16.
by bjacokes 4y ago
You're mistaking assets and equity. A 40% discount in asset value absolutely would wipe out shareholders. To be a bit blunt, given your thesis here I would advise against trading in individual stocks, at least in the banking sector.
17.
by bjacokes 4y ago
See: non-response bias [1] Parent comment should've said "could" instead of "will most likely", but their point is correct. [1] https://en.wikipedia.org/wiki/Participation_bias
18.
by bjacokes 5y ago
Great question, although I'm not sure there's a concrete answer to it other than "it depends". You can think of that metric as representing the number of logs that haven't been garbage collected, so as it goes up, p
19.
by bjacokes 5y ago
The Accidental Integration Test on Purpose. Larry David would be proud.
20.
by bjacokes 5y ago
From what I can tell, they provisioned their DB instance(s) in a single AZ, but weren't aware that Aurora automatically provisions its own storage and always uses multiple AZs. We touch on the separation of compute and storage in the p
21.
by bjacokes 5y ago
This seems plausible given our understanding of the database internals. In general we found our AWS contacts to be knowledgeable and forthcoming about complex tradeoffs between Aurora and vanilla MySQL, even if some of that information is h
22.
by bjacokes 5y ago
For Aurora MySQL, the default for read-only replicas is repeatable read. As we mentioned towards the end of the post, read committed support appears to have been introduced to Aurora MySQL just last year. But you're right – now that it
23.
Exploring performance differences between Amazon Aurora and vanilla MySQL(plaid.com)
137 points by bjacokes 5y ago|20 comments
24.
Exploring performance differences between Amazon Aurora and vanilla MySQL(plaid.com)
11 points by bjacokes 5y ago|0 comments
25.
A New Architecture for Plaid Link: Server-Driven UI with Directed Graphs(plaid.com)
54 points by bjacokes 5y ago|25 comments
26.
Developer Efficiency at Plaid(blog.plaid.com)
1 points by bjacokes 6y ago|0 comments
27.
Plaid Parses Transaction Data(blog.plaid.com)
22 points by bjacokes 6y ago|4 comments
28.
Reducing Docker Images' Size(blog.plaid.com)
6 points by bjacokes 6y ago|0 comments
29.
Remote at Plaid(blog.plaid.com)
2 points by bjacokes 6y ago|0 comments
30.
We migrated our website from Handlebars to React(blog.plaid.com)
8 points by bjacokes 6y ago|0 comments

More ›