clomond

14 ms·

61.
by clomond 6y ago
And the thread of the sweater gets pulled... While not shocking given the previous track record of Trevor's previous enterprises - the most likely outcome here is that it will get very, very ugly. He also already 'cashed out'
62.
by clomond 6y ago
Very interesting comment. The statement was written with the lens of very different goals (corporations maximize profit within the context of selling goods and services where governments - usually, serve the people sufficiently to maintain
63.
by clomond 6y ago
Fascinating analogy. Given the fundamental differences between corporations and governments (and the span of control they have over people’s lives) I do not believe this analogy can be used for any useful inference. It’s almost as if this e
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by clomond 6y ago
For every spot on earth there is an optimal angle of a solar panel / plane to capture the maximum amount of light (Even at any given moment in time). It is for this reason that panel for panel, the most efficient way of operating a giv
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by clomond 6y ago
Important distinction here: nobody actually cares or wants power that is baseload. In some cases it can actually be a bad thing. The property you really want is “dispatchable”. There when you want it. Not when you don’t.
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by clomond 6y ago
I will challenge your assertion that energy storage is some kind of “deterministic barrier” that needs to be crossed before decarbonizing our grid. Solar is still negligible in terms of penetration in many places in the world (even though i
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by clomond 6y ago
Very good point, missed that. I suppose re: your social media point (I have long ago soured on most of it personally) that, rather than ridding away and decrying the negatives with tech and social media as a result of progress, really what
68.
by clomond 6y ago
I did not interpret it as hubris. Rather, I viewed it as the differences in deliverers of progress versus orthodoxy. “Classic progressivism” / “Enlightenment” principles have across the globe been under attack from all over the place,
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by clomond 6y ago
Thanks for the reply, Manfredo. Apologies for not clearly stating that what I wanted to know was not how you did your math, but your source/the modelling behind the '3 days of storage' number which I didn't see in your s
70.
by clomond 6y ago
Not sure if I missed it but didn’t see anything in your source to back up this 7 years worth of battery production requirement for what the US needs in stationary storage. Without seeing how we got to the number, I’m skeptical. Things worth
71.
by clomond 6y ago
I'll try: In order to solve climate change, we need to decarbonize all of our primary energy sources by shifting from fossil fuels to zero carbon sources (wind, solar, hydro, nuclear). Biomass (wood pellets) should not be treated as &#
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by clomond 6y ago
Minor nitpicks here - battery storage is already reaching deployment ready maturity (its not as far away as you think), but the key attribute that needs solving is not 'baseload' power, but rather 'dispatchabilty'. Basel
73.
by clomond 6y ago
(note, not defending Biomass) While Biomass should not be treated as 'renewable', the key difference between burning biomass versus coal is that the inherent carbon in biomass could be treated as a cycling of carbon that already e
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by clomond 6y ago
Not OP but a quick search turns up: Ford $11B USD by 2022: https://www.reuters.com/article/us-autoshow-detroit-ford-mot... VW Group $84B USD by 2030: https://electrek.co/2017/09/11/vw-mas
75.
by clomond 6y ago
The smell can be rather significant / roughly equivalent to what you get with a dryer with scented sheets at its strongest. I rather question how “nice” the smell actually is, at best it’s “interesting and not bad” from my experience.
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by clomond 6y ago
I think it’s tough to say and tie it in directly. My understanding of 2008 is that the over valuations were tied in with residential Real Estate and the associated MBS’ (mortgage backed securities - the owners of the loans). Everything else
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by clomond 6y ago
Because a company’s stock price is in theory what the market expects is the sum of the total future discounted cash flows that unit of “equity” generates. [1] This means that fundamentally, stocks are forward looking several decades and b
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by clomond 6y ago
It makes sense to me that their business specifically would be impacted here by corona. With Juul use being impacted with the lack of social outings/nightlife eliminating many social use cases. Anecdotally, most consumption I've s
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by clomond 6y ago
Factoring in as well impact to air travel (business & leisure), cruising and the likelihood that it will take some time for certain sectors of the world (Travel and Tourism comes to mind) years to reach back to 100% of 2019 levels even
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by clomond 7y ago
Solving the dating problem was not the question. > "How does one become more interesting" Sure, you can change your environment to be more *relatively interesting. But that was also not the core of the question as I understand
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by clomond 7y ago
Become a multi-deminsional, multi-faceted person. Starting with exploring genuine interests which have maybe not been 'listened to'. Being a bit adventurous (determine if things you've been curious about you actually care abo
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by clomond 7y ago
Discussion around if something that is in the works "may not happen" and therefore negates a particular thesis is wishful thinking. It is a real risk which should be considered, particularly if one's livelihood is dependent o
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by clomond 7y ago
I think this is pretty reductionist. My alternative viewpoint is that it is really one of choice and substitutes. For the last century, fossil fuels by in large had no generally viable substitutes. Now, substitutes are coming online to repl
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by clomond 7y ago
I really like IEEFA (Institute for energy economics and financial analysis) It’s mostly an aggregation of multiple sources, but they often have their own reports: http://ieefa.org/ It’s energy and finance related, focusing
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by clomond 7y ago
Seen it referenced a few times, some digging around will get you there. Also an angel investor spoke at my university about how they invest, and mentioned returns of 23%/24% annualized if I recall - but this was asterisked with "y
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by clomond 7y ago
Hey Steve, while you are correct I think the confusion is related to what cmdkeen (and the article authors) mean by diversification. Whilst your comments are valid for public equity - this is simply one of several types of "asset c
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by clomond 7y ago
While this is technically true, many of the EVs sold at that price in China (especially at the lower end) more closely resemble fully encased modern golf carts then the actual "Electric Cars" many would expect. On top of this, ver
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by clomond 7y ago
*The death of gas vehicles TODAY has been greatly exaggerated. Their upcoming doom, and expiry notice - has not.
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by clomond 7y ago
I'm sorry for being pedantic here - but your final sentence does not necessarily follow from the previous. Lowering ARPUs and tightening gross margin % are an issue - yes. But the single most important factor here is gross margin in ab
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by clomond 7y ago
Well, although this is not financial advice - there does exist an index fund that does just that (SPYX). It holds the S&P 500 less any company which "holds fossil fuel reserves". Still some "fossil fuel" companies in

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