formercoder

5 ms·

91.
by formercoder 5y ago
This is something I wish they hammered into you more in school. Took a while for me to realize first you have to understand how good something needs to be, and then just do it at least that well.
92.
by formercoder 5y ago
Given you’d only be making 500k units, and you’re making them to milspec, sounds like a pretty good deal to me.
93.
by formercoder 5y ago
Everything but the last problem is something money solves. A good production company would ensure that, while issues like that would happen, you’d never be aware of them.
94.
by formercoder 5y ago
I’d encourage anyone who enjoys these projects to check out Home Assistant. It’s an incredible open source project with support for countless devices.
95.
by formercoder 6y ago
So the theoretical reason for the high values of tech companies is that margin is one of the biggest drivers of value in a dcf, due mostly to the non linear nature of division. However, many of the tech companies we’re seeing don’t have nea
96.
by formercoder 6y ago
And the committee memo is so much shorter when there’s no equity risk!
97.
by formercoder 6y ago
Yep, big city here, 1G/1G fiber to my apartment for $80. It’s supply and demand.
98.
by formercoder 6y ago
Ah these are fair points. Have probably gotten so used to them by now that I don’t get annoyed by them.
99.
by formercoder 6y ago
Ah but most secretly have Powershell which is super powerful.
100.
by formercoder 6y ago
What’s wrong with its copy paste? It’s missing a few things but what’s there is great. The type situation is terrible I agree. I can’t even count the number of times I’ve screwed up a currency conversion or not known what currency a cell wa
101.
by formercoder 6y ago
Cue arms race
102.
by formercoder 6y ago
Wow I read this in 2006ish. Amazing document to still be around.
103.
by formercoder 6y ago
Unfortunately it’s very occasionally wrong, making it almost useless for me.
104.
by formercoder 6y ago
Flashy 10-Ks are hugely annoying, especially in IFRS where there’s no standard. Give me tables all day every day. The lack of standardization in financial reporting already sinks enough of my time.
105.
by formercoder 6y ago
Yeah I just don’t understand why we can’t put the full industrial capacity of the U.S. government behind this. I’m genuinely curious about the on-the-ground details which make manufacturing this stuff hard. Would love to see the playbook fo
106.
by formercoder 6y ago
Curious what the accounting rules are around their BTC on the balance sheet. Would be wild if they had to mark to market.
107.
by formercoder 6y ago
My guess is the following will take place: companies will generally be more open to WFH. Those who spend more time in the office will develop stronger networks and relationships, will be able to advocate for themselves more easily, and thus
108.
by formercoder 6y ago
Sure, if people wanted to pay to trade.
109.
by formercoder 6y ago
It’s great to see competition in the sector.
110.
by formercoder 6y ago
In theory, it’s because the marginal cost of software is close to zero, and margin is the biggest driver of value. In practice most of these companies’ margins are negative.
111.
by formercoder 6y ago
Wonder how this will compare to other funds of the same vintage in a few years.
112.
by formercoder 6y ago
Who's offering 2-3%?
113.
by formercoder 6y ago
Pretty sure I’ve read there will never be a cargo a380 because its max takeoff weight is low compared to its volume.
114.
by formercoder 6y ago
I just windows-q and type the name of the application I want and it always works. Don’t even know what the start menu looks like.
115.
by formercoder 6y ago
Usually it’s pulled in via plug-in from a third party data source like Bloomberg or a cheaper alternative.
116.
by formercoder 6y ago
I think there could be a middle ground with an excel like tool with some kind of typing. For example I often get confused about what currencies particular cells are, and mixing this up causes a lot of pain. Not sure why the hard coded numbe
117.
by formercoder 6y ago
I saw that too and it makes sense. Begin with the most conservative approach and transition to just in time as confidence builds.
118.
by formercoder 6y ago
Thank you. I certainly did not intend to communicate that “anything goes.” What I meant is that even when you apply the most cold-hearted financial analysis, short sightedness is often suboptimal. It’s tougher when your public investors wat
119.
by formercoder 6y ago
Hi. I’m an mba. Profits are pretty important and firms should undertake NPV positive activities. We’ve seen amazing products fail many times due to lack of market fit. However, there’s certainly no shareholder value in bankruptcy or lawsuit
120.
by formercoder 6y ago
Good to be cautious but there’s a lot of CYA in those SEC risk disclosures.

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