formercoder

7 ms·

121.
by formercoder 6y ago
Predatory pricing is a component of anti trust but a very difficult one to prove legally. One must prove that by giving consumers a cheaper product they are being harmed. It's an interesting conundrum.
122.
by formercoder 6y ago
Has everything to do with margin, one of the biggest drivers of value.
123.
by formercoder 6y ago
Tough ask for an average warehouse employee to practice enough opsec to hide the talks from Amazon.
124.
by formercoder 6y ago
My feelings during every GDPR training.
125.
by formercoder 6y ago
How’s inflation?
126.
by formercoder 6y ago
No one would buy the debt if they didn’t hold on to any.
127.
by formercoder 6y ago
For a normal non-tech company, this would be considered beyond over leveraged, in fact no one would have ever lended to them at all. Granted these notes have warrants attached, I’m guessing SVB was involved, but still that’s a lot of debt s
128.
by formercoder 6y ago
2bn in debt on negative 250mm of adj. ebitda? Wow
129.
by formercoder 6y ago
I work in finance. The “Goldman discount” is well known. People will accept lower comp for that brand on their resume. Otherwise, the places you can really make the most money are at small private firms without public shareholders. There ar
130.
by formercoder 6y ago
You’re making a big bet on equity appreciation though. That’s how the vast majority of very highly paid folks in tech make their money. The consulting jobs pay it in cash.
131.
by formercoder 6y ago
Devil’s advocate - why? Banks can take your home if you don’t make mortgage payments. With this technology, there might actually be more access to devices because lenders have recourse, reducing the risk overall.
132.
by formercoder 6y ago
Time being a factor is exactly why you capitalize R&D, which means make it an asset on your balance sheet. The second question is definitely an interesting one however I usually look at businesses more from an outside in view -so it’s n
133.
by formercoder 6y ago
What? Sure I can. It’s on the income statement. Then I can show that some firms see more of a return on that R&D spending than others, and that impacts how valuable they are. It’s the same as how some firms get more return out of spendi
134.
by formercoder 6y ago
Hi, MBA here, not sure what "training" you're referring to. Certainly nothing I learned in school taught me to focus on quarterly results and ignore R&D. I learned to attempt to push ROIC above WACC in order to ensure fir
135.
by formercoder 6y ago
Cool stuff, check out the ESP32 if you want to get smaller.
136.
by formercoder 6y ago
Back on the original yellow brick you could hack it and write something like C++ for it IIRC. Not sure about the current generation.
137.
by formercoder 6y ago
What if you asked it: what tool would you need to put a square peg in a round hole? I doubt it would get to lathe.
138.
by formercoder 6y ago
High altitude planes going to the moon is a beautiful analogy. I think this is what I’ll use to explain to less technical friends why I think we’re still many years from self driving cars.
139.
by formercoder 6y ago
Not sure why raised public attention would reduce credit card usage. People like the convenience, and I don’t see why they would care that it shaves a few basis points off of merchants’ margins. You’ll notice that in transactions with razor
140.
by formercoder 6y ago
Were we to think about the pro forma AAPL sans the payments, it’d come out of revenue, and then we’d pull 100% of it out of profit, and probably add a bit more of a hit for the inevitable R&D done to start working on their own search.
141.
by formercoder 6y ago
Pedigree is one word, network is another.
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by formercoder 6y ago
Back in 2016 google sheets couldn’t do circular calculations, so many financial modeling tasks were impossible.
143.
by formercoder 6y ago
And GAAP would have to let you capitalize them. Not sure if they do.
144.
by formercoder 6y ago
How is this madness? You can’t compel a business to operate in your state. A game of chicken, perhaps.
145.
by formercoder 6y ago
Because you drive on that state’s roads, are protected by its police, etc.
146.
by formercoder 6y ago
On the other hand, I feel like modern TV shows aren’t long enough. By that I mean they cover ground too quickly and lack depth. I miss Battlestar Galactica which would hint and lead you on and develop things slowly over years.
147.
by formercoder 6y ago
The goal of airlines is to maximize shareholder returns subject to regulatory constraints and physics.
148.
by formercoder 6y ago
What do you mean not allowed? I know plenty of people on H1-Bs that get huge bonuses.
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by formercoder 6y ago
Is it just based on salary or TC? TC for a lot of these roles is not that high.
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by formercoder 6y ago
Oh yeah I was thinking of sim swapping. Thanks.

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