FighterMafia

5 ms·

1.
by FighterMafia 7y ago
well, one's a narrowbody and the other a widebody with much higher PAX, so didn't really thing this was a point that needed to be made...
2.
by FighterMafia 7y ago
For context: the Q4 revenue/EPS results came in ABOVE sell-side consensus per Factset and Q1 guidance is also ABOVE Factset consensus on both revenues and gross margins.
3.
by FighterMafia 7y ago
5% isn't
4.
by FighterMafia 7y ago
well, all you need to know is if they beat Street expectations for EPS and FCF...which they did...massively...which is why the stock is up 20% after hours.
5.
by FighterMafia 7y ago
"makes you" huh..
6.
by FighterMafia 7y ago
"Bad management is when your company evaporates because you make one bad call." That's a pretty low bar!
7.
by FighterMafia 7y ago
Its in their financial interest because it casts a halo on the brand and incentivizes people to buy iphones.
8.
by FighterMafia 7y ago
At a 9% nominal return, that would imply an after tax return at a 40% rate of 5.4%. Then take out inflation of 2%, and you get a 3.4% real return on stocks. Which, if you consider the risk is pretty terrible. So would expect markets to refl
9.
by FighterMafia 8y ago
Most epic burn of HN history.
10.
by FighterMafia 8y ago
10k software engineers in Des Moines? What planet do you live on? Is it the same quadrant of the Milky Way as mine?
11.
by FighterMafia 8y ago
*unit sales growth
12.
by FighterMafia 8y ago
Hard to be insider trading if he didn't make any trades. Which he didn't.
13.
by FighterMafia 8y ago
Well said!
14.
by FighterMafia 8y ago
"All my experience shopping at grocery chains in the US and elsewhere has impressed upon me that these workers represent the absolute classic, textbook case for unionization." Why? "...an industry that needs a union.." W
15.
by FighterMafia 8y ago
There are a million reports like this: https://fas.org/sgp/crs/row/RL33153.pdf
16.
by FighterMafia 8y ago
And its decoupling now. See: Trade War.
17.
by FighterMafia 8y ago
Military policy isn't civilian driven. The Pentagon drives the policy, as well as the weapons decisions. The surprise is when the civilians actually do exert some control--such as in preventing the USAF from scrapping the A-10, fightin
18.
by FighterMafia 8y ago
Top Gun notwithstanding, the F-14 was one of the biggest pieces of garbage the Navy ever fielded. Incredibly heavy, horrible E-M characteristics, expensive, crappy swing wing (a wing design that was in-vogue in the 60s but has now been disc