chollida1

9 ms·

91.
by chollida1 11mo ago
> Personally I find the reporting of underlying value more useful than the price paid in puts How so? If I buy TSLA puts at a $10 strike or a $500 strike they show up the exact same on the 13F as both have to be reported as if they are d
92.
by chollida1 11mo ago
First, I appreciate the response. However, nothing about any of those points indicate his performance has been horrific. All that matters are his returns against his reference index. That's the only relevant measure. EDIT I did man
93.
by chollida1 11mo ago
> His track record since “the big short” has been horrific. Has it? I couldn't find the returns for his fund. Since you have them can you post them and highlight what about them are horrific?
94.
by chollida1 11mo ago
One thing to remember with 13F filings is that funds are required to report the full value of their option positions as if they were delta 1. Some outlets then took this and wrote the story that Burry has a short bet of billions on NVIDA an
95.
by chollida1 1y ago
Microsoft did no such thing. Nokia is very directly responsible for its own cell phone failings. This line of thought really needs to die. The Nokia board hired Elop from Microsoft because they wanted to bet the company on the Microsoft ph
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by chollida1 1y ago
Microsoft adds features to its products that customers ask for. If these metrics are being included in Viva, its because companies are asking for these metrics.
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A window into modern loan origination(bitsaboutmoney.com)
4 points by chollida1 1y ago|2 comments
98.
by chollida1 1y ago
I can't believe I'm weighing in on a political thread, but the "deal" is very one sided. It offers very little for the Palestinians in terms of creating their own country and ability to self govern and gives Israel pret
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by chollida1 1y ago
most people like vs code and lots of companies have built on top of it so there must be some quality there that people like.
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The Renewed Bid to End Quarterly Earnings Reports(wsj.com)
4 points by chollida1 1y ago|3 comments
101.
by chollida1 1y ago
Based on what? They seem to be one of the reputable players in the industry.
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by chollida1 1y ago
> And, knowing Jeff Bezos' private equity origins He doesn't have private equity origins as far as I know. He came from DE Shaw, a very well respected and long running hedge fund.
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Chrome VPN Extension with 100k Installs Screenshots All Sites Users Visit(cyberinsider.com)
3 points by chollida1 1y ago|2 comments
104.
by chollida1 1y ago
How long till we see someone write G$$GLE like script kiddies do with M$FT? So we now have META, MSFT, GOOG, AAPL all with major government actions against them. Maybe its just not possible to get that big without doing something anti compe
105.
by chollida1 1y ago
Agreed on 3D printing but that is a technology that would have failed my screening as proposed. They haven't continued to see massive adoption and improvement despite the flaws people point out. They had initial success at printing bas
106.
by chollida1 1y ago
> This is such selective hindsight, though. Ha;) Yes, when you provide examples to prove your point they are, by definition, selective:) You are free to develop your own mental models of what technology and companies to invest in. I wa
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by chollida1 1y ago
Most of this might be true for LLM's but years of investing experience has created a mental model of looking for the tech or company that sucks and yet keeps growing. People complained endlessly about the internet in the early to mid 9
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by chollida1 1y ago
> A model companies and people actively avoid outside of Twitter. That's an absurd statement. And one that shows your bias. > Nobody is choosing Grok unless they want to make spicy/racist meme or show an active support for E
109.
by chollida1 1y ago
Well in one of the most competitive and fast moving fields right now they have one of the best models available. They've earned the right to be taken seriously. You may not care for the owner but the company's tech speaks for its
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by chollida1 1y ago
2 years doesn't seem like a very long time to stay at a company you founded. I can only imagine what would cause someone to make such a drastic move. If he's going into Venture Capital then he has no problem with the workload. El
111.
by chollida1 1y ago
A $14B to $18B dollar company offering an all stock deal worth about 2x as much as its market cap. This isn't a serious offer, its a publicity stunt. Google would effectively own the entire company short of some mind blowing multiple
112.
by chollida1 1y ago
> Every bonus I have gotten has been paid out in January based on past performance. That's why the term "bonus season" exists. Hey, I believe you and have no reason to think you are lying. Every bonus I've had has be
113.
by chollida1 1y ago
> People said the same thing 2 years ago about NVIDIA, that their stock price didn't make any sense given their revenue, that is was an obvious bubble. Now their revenue is 10x higher, justifying the stock price from 2 years ago. Yo
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by chollida1 1y ago
> It also says it's a grant that vests over 2 years, so not what any normal person considers a "bonus". A bonus is cash in hand. Every bonus I've gotten has vested. So its not that unusual. Generally vesting applies
115.
by chollida1 1y ago
It depends on how they measure profitability, but a 99% win rate isn't uncommon if you just write options. Covered calls are a good example, you own the stock and sell calls with a strike that is in the money. You make money on your op
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by chollida1 1y ago
The fact that they have an api says otherwise:) Lots of small hedge fund use them as a stop gap until they get bigger, or fail.
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by chollida1 1y ago
or its just a new round of 10,000 who are learning about this for the first time, just like you once were https://xkcd.com/1053/
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by chollida1 1y ago
> So he gravitated to the ivy league. Perhaps in the future there will be a new gravity well where these minds congregate? Doesn't he work at UCLA?
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by chollida1 1y ago
Ah, that's too bad for you. its a great movie!!
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by chollida1 1y ago
https://tv.apple.com/mx/movie/pirates-of-silicon-valley/umc.... ??

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