formercoder

8 ms·

361.
by formercoder 7y ago
There’s a relationship between how liquid a market is and how easily it can be automated. There are very few humans on treasury desks, but M&A is still highly relationship driven. No algorithm is going to convince a CEO to sell their co
362.
by formercoder 7y ago
It’s not a matter of a few hundred dollars a day. It’s a matter of whether the decision to replace workers is NPV positive. It’s clearly only so up until the point they are at now with the kiosks.
363.
by formercoder 7y ago
This is a capex vs opex question. Raise minimum wage enough and firms cross the border to investing in capex such that they replace employees.
364.
by formercoder 7y ago
Quite the contrary, they are bound by fiduciary duty. Short term profits for long term disaster breaches that responsibility.
365.
by formercoder 7y ago
Was it profitable for Boeing to cut corners?
366.
by formercoder 7y ago
Revenue is cyclical too, I’d look at headroom for downturns in debt/ebitda especially where firms start to slip into junk bond territory.
367.
by formercoder 7y ago
Indeed, one also has to install a root CA at Google to use the device for work. No thanks.
368.
by formercoder 7y ago
Looking at absolute levels of debt is useless clickbait, one should look at trends in debt / ebitda.
369.
by formercoder 7y ago
That's why cash flows are discounted at the cost of capital - it's a quantitative decision.
370.
by formercoder 7y ago
Most of the information is not public, there are a number of HBS cases with relevant data but they are all behind paywalls. If you do the math, it's clear that ebitda margin improvement, top line growth, and multiple expansion have a m
371.
by formercoder 7y ago
Value is created by private equity buyouts through operational improvements.
372.
by formercoder 7y ago
Indeed, revenue multiples are dangerous. I’m guessing they bought it at a significant ebitda multiple making the deal sweet for the sellers. However, the private equity MO is going to be value creation through margin improvement. When they
373.
by formercoder 7y ago
Why do so many plans such as this exist which serve to enrich our government with so much more funding when they are currently incredibly bad at spending what they have? The US spends more per capita on education than many countries who are
374.
by formercoder 7y ago
As a vim to excel user I’ve always wanted to create an addon that maps vim hotkeys to excel. My only fear is that I’d get too used to it and not be able to use any machine that I sit down at.
375.
by formercoder 7y ago
Excel for Mac does not support multiple cores and has a much more limited set of hotkeys, along with a more limited universe of addons.
376.
by formercoder 7y ago
And of your productivity for those tied to excel, word, and powerpoint
377.
by formercoder 7y ago
Capital intensity has to do with net operating assets (PP&E, working capital). It’s capital intensive if you have to build a $1B plant in order to make a 1% margin.
378.
by formercoder 7y ago
Nothing in my MBA curriculum has taught me that low margins are bad, just that low margins with high capital intensity is bad. At the same time, absolute numbers are critical and should be analyzed independently from margin.
379.
by formercoder 7y ago
Indeed, until now there has been no financial incentive for those companies to sell the IPs. At a certain point demand and willingness to pay rise making sellers interested in selling. Or maybe IPv6 will happen instead. The problem is IPv6
380.
by formercoder 7y ago
I also think that the people at that wage consider programming language choice as a means to an end rather than a core skill.
381.
by formercoder 7y ago
You think? A huge chunk of work at Google is Java.
382.
by formercoder 7y ago
https://www.wsj.com/articles/bridgewater-bets-big-on-market-...
383.
by formercoder 7y ago
This. Someone has to be in OWNERS and it’s difficult to find people willing to do this because fixing breakage due to API changes isn’t going to be on anyone’s OKRs. And if it’s not on your OKRs, it’s not contributing to your promo.
384.
by formercoder 7y ago
We felt that we could tell the difference in reflection between moissanite and diamond. However we did go with a lab grown diamond which is 30%-60% of the price and ethically produced.
385.
by formercoder 7y ago
Requiring travel is not an ageist policy, it’s an attribute of a job. I know many people with kids who are on the road constantly with demanding jobs, this is a trade off they’ve made in order to provide their desired lifestyle for their fa
386.
by formercoder 7y ago
How do they calculate the fair market value of closely held private businesses?
387.
by formercoder 7y ago
A tax on assets would be absolutely impossible to implement and would lead primarily to increase fees to accountants and lawyers.
388.
by formercoder 7y ago
For sure, but I more wonder if there is a false advertising claim if they are specifically sending these brochures to students who’s scores are too low for them to be admitted.
389.
by formercoder 7y ago
Just the deals you regularly hear about in the news. JVs and multi fund buyers are not at all unheard of.
390.
by formercoder 7y ago
You think that being required to pay in order to consume a good that was produced is what’s broken with the web?

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