arbitragy

4 ms·

1.
by arbitragy 5y ago
These programs are absolute cash cows for universities. One of the primary reasons that tuition has considerably outpaced inflation is government guaranteed loans. Two of the primary 'cost-disease' areas - healthcare and education
2.
by arbitragy 5y ago
1.7m shares of Paypal at .001 is worth 5B at the current share price of 295. Obviously debatable whether you can mark shares of your own company / PE firm sponsor equity / etc at near zero in a tax sheltered vehicle. But if Thiel
3.
by arbitragy 8y ago
Deal wont close. DVMT is a tracker for VMW at 1.015:1. It should trade at 164.4 (given a 162 price for VMW). Offer is ~1/3rd in cash that Michael Dell isn't even paying for, it is a special dividend from VMW. Other 2/3rds is
4.
by arbitragy 8y ago
Couldn't they just ship cars overseas? Or wait until the end of June to ship them?
5.
by arbitragy 8y ago
In spite of all the controversy, Facebook is at all-time highs. It will be interesting to see whether Facebook is still the dominant social networking platform in 5, 10, or 25 years.
6.
by arbitragy 8y ago
They are for sale : )
7.
by arbitragy 8y ago
Well said.
8.
by arbitragy 8y ago
My gut tells me Europe will use GDPR to further attack (and fine) large US tech companies (Facebook, Google, Apple, etc.). Everybody is likely breaking these sorts of laws in some small way, but I doubt the EU will bother going after a smal
9.
by arbitragy 8y ago
Similar to my comment below, but Netflix has an EV of 155b relative to ~175b for Disney. So Netflix is smaller but the gap has narrowed considerably. I'd recommend shorting Netflix if you believe it is significantly overvalued.
10.
by arbitragy 8y ago
Comcast has an EV (Enterprise value: Debt + Equity or the 'real' acquisition value of the business) of ~210b versus ~155b for Netflix.