d_e_solomon

6 ms·

31.
by d_e_solomon 2y ago
This analysis is pretty weak. DoorDash is running a net loss overall - gross margin isn't covering their fixed costs - especially marketing to obtain customers. In their most recent 10-K https://www.sec.gov/ix?doc=&#x2F
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Kroger's Panopticon: Making Criminals of Grocery Shoppers(davidschenz.com)
7 points by d_e_solomon 2y ago|3 comments
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by d_e_solomon 3y ago
You shouldn't be mean to the chatbot not because the chatbot is a sentient being as part of a soul-less corporation; but rather because when you become angry, you're more likely to disturb your own peace.
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by d_e_solomon 3y ago
I'm curious - why is this a matter for the supreme court and not the legislative branch who usually make the rules on taxation?
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by d_e_solomon 3y ago
There's nothing in the Constitution that says the government has to use a cash basis for levying taxes. Sixteenth Amendment: "The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without
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by d_e_solomon 3y ago
If taxes were done on a cash basis, I would then be able to defer taxes on investments for years until I liquidate the investment. Governments generally have an interest in receiving tax revenue much faster than that both to ensure that the
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by d_e_solomon 3y ago
Higher tariffs leads to less overall supply in the domestic market which leads to higher prices for consumers. Higher prices for consumers leads to grumpy consumers at the people who supported the tariff in the first place. Moreover, longer
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by d_e_solomon 3y ago
> And in case of employment in many countries you can’t be fired unless there is a just cause. The same thing with important services that cannot be denied at will, eg buying drugs at a pharmacy. There are many protections in many countr
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by d_e_solomon 3y ago
My position is pretty clear - there are some protected classes that shouldn't be discriminated against for membership in that class for employment and service. The government shouldn't require big tech companies to carry all posts
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by d_e_solomon 3y ago
So I'm struggling to figure out what argument you're making. Youtube b/c they are a "monopoly" - which is not well defined here - must host everyone's garbage - including advertising, penis pills, and porn with
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by d_e_solomon 3y ago
So you would have the government take time, money, and resources from Google - a private company - and require that they unwillingly publish and monetize videos that the government said they had to? Is that really a standard you want to set
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by d_e_solomon 3y ago
In what ways are newspapers a public forum? I can start printing a newspaper today and I don't have to publish your articles or your letters to the editors. They are absolutely private institutions.
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The financial impact from the Reddit API data agreements(davidschenz.com)
2 points by d_e_solomon 3y ago|0 comments
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by d_e_solomon 3y ago
Bank, payroll, and tax integration on the lock in front. Also, QuickBooks is really easy to get going for non-accountants and historically at least, their support was really good. That's what really made them really popular.
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by d_e_solomon 3y ago
QuickBooks desktop isn't really a supported platform anymore. Most people have migrated to QuickBooks Online and their accountant has a login to their account.
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by d_e_solomon 3y ago
The right choice for Iran is to stay close enough to completion of a bomb that it's a very credible threat to stave off US regime change; while staying far enough away to not provoke Israel into a preemptive attack. So it's not a
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by d_e_solomon 3y ago
Quite a few places do age verification by requiring a small nominal fee in order to get an account. Most kids under 18 aren't going to have their own credit card or a credit card that their parents don't monitor.
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Banking Crisis 2023: Who else is in trouble?(davidschenz.com)
1 points by d_e_solomon 4y ago|1 comments
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Silicon Valley Bank: Analyzing their 2022 10-K to understand their failure(davidschenz.com)
3 points by d_e_solomon 4y ago|0 comments
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by d_e_solomon 4y ago
From the article: > In an update to investors, Twitter reported a decline of about 40% year-over-year in both revenue and adjusted earnings for the month, the people said. If adjusted earnings are down 40% - which is a non GAAP way of me
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by d_e_solomon 4y ago
It's extremely intensive to onboard a new employee; and extremely disruptive to onboard a new employee and then immediately fire them. It's also very demotivating to the existing team.
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by d_e_solomon 4y ago
I'm a former tech consultant who manages/ed lots of people since then. A few thoughts: 1) When I was a consultant and had to manage my own staff, they tend to come from a similar background, are extremely motivated, and a strong d
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by d_e_solomon 4y ago
Apple's earnings release are this week, so we'll probably get more insight into what they're thinking. Google, Microsoft, Amazon, and Apple are all different firms with different strategies and I presume that investors think
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by d_e_solomon 4y ago
So when loaning money, you're trying to keep a low default rate as possible for the interest rate you're charging. Having collateral and data and identity help protect against the risk of default. If you take those away, you'
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by d_e_solomon 4y ago
I have spoken with owners and business leaders who used the covid crisis and other events to do a 'no fault' layoff - they cut their low performers regardless of whether they financially speaking had to. They felt that doing layof
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by d_e_solomon 4y ago
Our system is setup so that the government - even elected via a democratic process - can't trample over certain rights.
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by d_e_solomon 4y ago
The other side of the cash flow game is that you can be cash flow positive most of the time... but go out of business if you face occasional, large often complicated fixed costs. A robust accounting and pricing model is needed to plan for t
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by d_e_solomon 4y ago
So what? I didn't say he should go to jail or that the verdict should have been vacated... but I wouldn't have a lot of faith in the political process if a major political figure most likely only survived a criminal trial because
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by d_e_solomon 4y ago
It was vacated on a technicality, not a matter of fact.
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by d_e_solomon 4y ago
Brazil's politics continue to be a mess. Lula, the newly elect president, was formerly convicted for corruption and then had the supreme court set aside his conviction. Bolsonaro has also committed multiple crimes and tried to the Trum

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