bagacrap

22 ms·

391.
by bagacrap 3y ago
Reinvesting profits doesn't mean you didn't have profits. Msft, aapl, goog, meta all reinvest profits in new ventures. Only Amazon can't manage to make a buck and tries to pass it off as reinvestment. Wrt azure vs gcp, I just
392.
by bagacrap 3y ago
Just as well off financially , obviously.
393.
by bagacrap 3y ago
I imagine it's worse in industries where a firehose of profits papers over all manner of mistake, and where many founder/CEOs skipped business school.
394.
by bagacrap 3y ago
Team by team
395.
by bagacrap 3y ago
> For those who are remote and who live near a Google office, we hope you’ll consider switching to a hybrid work schedule. Our offices are where you’ll be most connected to Google’s community Definitely sounds like a veiled threat to one
396.
by bagacrap 3y ago
I think the idea is that if you rented that whole time and invested your money in the stock market you'd be just as well off
397.
by bagacrap 3y ago
Gcp is profitable, azure is not Google invented LLMs Microsoft can't even build its own browser I don't think Google has anything to worry about, but it's funny to see how widespread this sentiment is. Just goes to show how g
398.
by bagacrap 3y ago
Changing a filter every 6 months sounds more than reasonable to me
399.
by bagacrap 3y ago
Clickbait would be something that's misleading. Hence the "bait" (and switch) allusion. Not everything has to sound like a reuters byline.
400.
by bagacrap 3y ago
hopefully because it crashed into the ocean
401.
by bagacrap 3y ago
> Estimates place the number of child trampoline-related injuries in a one-year period to be around 100,000.
402.
by bagacrap 3y ago
Simple fix --- keep your company private. That does require you to actually be profitable though.
403.
by bagacrap 3y ago
If it were not for the prospect of selling their shares to you (or back to Apple later), no one would have bought those shares in the first place. When a company is going through tough times, it can raise capital by issuing more shares. App
404.
by bagacrap 3y ago
We're talking about Reddit, not Apple. Apple has enough cash flow to fund most investments and enough stability to get a decent rate on the bonds it issues. They do not need to sell more shares for capital, although they do create shar
405.
by bagacrap 3y ago
Lsd is one of the hardest substances to synthesize but the effective dose is so small that the price is almost free. Therefore someone who has real LSD to sell would not bother contaminating it. (At least I have not heard of that.) However
406.
by bagacrap 3y ago
What are shareholders supposed to care about? They give a company capital in hopes of getting more back in the future. Are shareholders meant to be philanthropists?
407.
by bagacrap 3y ago
I'm not sure why state farm is doing this and citing wildfires. Most insurers already won't cover fire in the fire-prone areas of the state, so you have to get a separate plan just for fire through Cal FAIR which tends to be crazy
408.
by bagacrap 3y ago
Auto aside --- as an agent you must be annoyed that your commission can only go down over time unless this is reversed?
409.
by bagacrap 3y ago
There are lots of factors that can influence PE but if your long term investing thesis is that retail traders will always love NVDA the most (and won't move on to the next hype train, as they did with TSLA and many others) that seems..
410.
by bagacrap 3y ago
Yeah, too bad I owned those before the ai hype sucked all the capital out of the room...
411.
by bagacrap 3y ago
Skepticism is why momentum works in stocks. People tend to be afraid to buy, or even want to short, stocks that have just risen a lot. That's why it may take a while for a stock to rise to its true price after new information comes out
412.
by bagacrap 3y ago
Yes, well, everyone else already had that idea with AMD in the last month.
413.
by bagacrap 3y ago
By my calculations they'd need to keep growing earnings by about 47% every year for the next decade to make their current valuation make sense. I don't think any company in history has achieved that when it was already at Nvidia&#
414.
by bagacrap 3y ago
I'm concerned that if AI really lives up to the hype that retail investors are thinking, it's more of a civilization ending event than some sort of ascension to heaven. Meanwhile the hedge funds and institutional investors are jus
415.
by bagacrap 3y ago
Nvidia seems like a tougher competitor to oust than Intel. > People have said AAPL was overvalued perennially Yes but they were saying this when AAPL's p/e ratio was in the low teens and now it's near 30. it was never near
416.
by bagacrap 3y ago
It seems like one of these two things must be true: A) Nvidia's TAM is not really what the stock is priced foe B) Google will try to enter this market and compete Either way NVDA looks perilously pricey, not that that is very predictiv
417.
by bagacrap 3y ago
I'm guessing labor and/or taxes/permitting fees.
418.
by bagacrap 3y ago
That's the feeling I got. What is the point of continuing to service existing customers, including paying for the agents who no longer have any new business to sign, if they aren't ever planning to reopen shop? Do you know what ki
419.
by bagacrap 3y ago
Somehow other companies with that growth don't get priced at 30 times sales.
420.
by bagacrap 3y ago
Surely the airport turns a profit?

More ›