formercoder

8 ms·

31.
by formercoder 4y ago
If there’s one thing you learn quickly about doing M&A it’s everyone does a lot of work that might not result in a transaction.
32.
by formercoder 4y ago
I'm confused. We've been putting AI (statistics) to work for a long time.
33.
by formercoder 4y ago
I just wrote a quick regex vba function when I was last in a job on Office.
34.
by formercoder 4y ago
That’s all algebra :)
35.
by formercoder 4y ago
Their cash balance doesn't really matter, it impacts their cost of capital in various ways, but you can still compare the ROIC of any given project to the overall company's cost of capital.
36.
by formercoder 4y ago
WACC = (E/D x Ke) + ((D/E x Kd) x (1 – T)) E = equity value D = debt value Ke = cost of equity Kd = cost of debt T = tax rate Ke = Rf + B * ERP Rf = risk free rate B = beta of company ERP = equity risk premium Kd = Rf + credit spr
37.
by formercoder 4y ago
They are related but different concepts. The value of a company is equal to the discounted value of its future cash flows. If rates go up, that means a higher return can be had for zero risk, which means all cash coming in the future at mor
38.
by formercoder 4y ago
Could you link any research on this?
39.
by formercoder 4y ago
In this restaurant example - why can't I trust the restaurants? Because if I can - I can do all of this without Blockchain. If there is a network of financial institutions - why can't they trust each other?
40.
by formercoder 4y ago
Why can't we just have a better, trusted, third party? Any use case for Blockchain that does not use the phrase "zero trust" is not a real use case.
41.
by formercoder 4y ago
I really don’t understand the push for white collar tech employees to be in unions. It’s my understanding that in most union jobs, compensation and benefits are strictly based on time in role, not performance. I try and excel in my role and
42.
by formercoder 4y ago
The vast majority of businesses are high capital and low margin by HN standards. Plenty of them IPO just fine.
43.
by formercoder 4y ago
Always $10, the share price is a complete fabrication so this just became a trend because it’s a nice number that’s easy to calculate %s from and the S-1 math was more standardized.
44.
by formercoder 4y ago
Plenty go work in Big Tech for a bit to hang out, or try a startup, or fiddle around with trading strategies on their own time.
45.
by formercoder 4y ago
Redshift is a columnar database like BigQuery, so wouldn’t be based on an OLTP DB like Postgres. More I work for Google disclosures, but I think BQ kicks Redshifts butt.
46.
by formercoder 4y ago
I don’t think so, from what I’ve seen it’s a premium price to Cloud SQL.
47.
by formercoder 4y ago
I don’t know the details of Aurora, but AlloyDB separates compute and storage for Postgres. Masters can scale up and down with no downtime, and storage is provisioned in real time. Only pay for what you use. There is also a columnar engine
48.
by formercoder 4y ago
I work at Google, but just want to say that AlloyDB is really cool.
49.
by formercoder 4y ago
No thanks, I’ve been to the DMV
50.
by formercoder 4y ago
Doesn’t the chip on the drive deal with wear leveling?
51.
by formercoder 4y ago
Sony*, sorry
52.
by formercoder 4y ago
I quite like my android tv on my lg display. It’s responsive with a nice solid feeling remote. I think there are ads on the screen but I’ve never given them more than a passing glance except once or twice I was recommended a good tv show. M
53.
by formercoder 4y ago
Not sure if this would be valuable to anyone but I have a custom apps script that parses all of my new calendar event and takes certain actions on certain events. For example, events from/to my wife get marked as personal color and pri
54.
by formercoder 4y ago
From what I have read waste storage is a non-problem from any practical view. It’s a really big planet. Just no one wants it in their little corner.
55.
by formercoder 4y ago
He’s not claiming that he actually didn’t know everything, he’s claiming that Twitter lied in public filings not related to the deal.
56.
by formercoder 4y ago
And when a supplier returns a shipment, and when new things happen that you haven’t thought of so a new column isn’t needed.
57.
by formercoder 4y ago
Yeah especially with his filing saying he’s waiving BDD. That’s a tough one to escape. He’s claiming that Twitter has made a material misstatement on their public filings. I’m sure that disclosure has been heavily diligenced.
58.
by formercoder 4y ago
IRRs have been waning the last few years anyway, to the point folks will look at 12.5%. There is a lot of money chasing PE allocations. Of course top quartile funds will just pull further away from the pack.
59.
by formercoder 4y ago
Except the xlsx has to be human friendly
60.
by formercoder 4y ago
I’ve been in this type of role and the problem is your clients send you XLSX and expect it in return, as well as other 3rd parties exchanging data as part of the engagement/transaction. Changing one company is hard but changing an indu

More ›