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dd36
searching PlanetScale…
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62 ms
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751.
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by
dd36
7y ago
Make a new culture.
752.
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dd36
7y ago
Gotta love deregulation. How many institutions are left? Any? CFPB, EPA, HUD, Interior are all run by people that don’t believe in their missions. It’s all about undermining from inside. Who protects the public when private rights of c
753.
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dd36
7y ago
What’s he hold period? 45 days? Seems like the $79b investor got a 10% haircut.
754.
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dd36
7y ago
I love my Hue lights. They always work.
755.
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dd36
7y ago
They just went public at $80b but are raising $8b, so per the chart in the article, quite a few recent investors are getting a haircut? Pre-money $72b valuation?
756.
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dd36
7y ago
That’s not true. They do 12-month price targets based on fundamental financial analysis. It’s the short term that they’re not predicting.
757.
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dd36
7y ago
Or they can charge more.
758.
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dd36
7y ago
Comfort won’t result in regime change. Isn’t that why we sanction?
759.
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dd36
7y ago
Also, you wouldn’t have nutrition facts on labels without regulation. Some things the market just can’t solve.
760.
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dd36
7y ago
Because it’s cheaper to lie and accountability would require the government anyways. If forced arbitration and class action bans weren’t a thing then maybe private citizens could band together and sue but that method of accountability has
761.
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dd36
7y ago
Markets can’t work their market signal magic if information is concealed. If I don’t want to support an authoritarian regime, I shouldn’t have to.
762.
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dd36
7y ago
Yes they do. They’re a licensed money transmitter.
763.
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dd36
7y ago
When the next recession comes.
764.
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dd36
7y ago
It’s important to understand that they don’t typically lend out 10x. My business banker (WF) said they have trouble lending out 0.5x. There’s just not enough high quality lending opportunities.
765.
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dd36
7y ago
So it would be nil only if criminal charges could be brought.
766.
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dd36
7y ago
How healthy is it? Not healthy enough for the Fed to increase rates.
767.
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dd36
7y ago
A machine that scans forms.
768.
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dd36
7y ago
And Amazon didn't drive Walmart out of business. That's missing the point.
769.
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dd36
7y ago
You'd be surprised how many people call to ask for location and time you close or open. It's significant.
770.
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dd36
8y ago
Because you have thousands of employees and it gets expensive. It’s a luxury not a necessity and in leaner times, it’s easy to switch to something equivalent but free.
771.
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dd36
8y ago
Right. What R&D is slack doing that requires hundreds of millions of dollars? Or G&A? No wonder their investors are cashing out. They see that there are limits else they'd keep riding this as a private company.
772.
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dd36
8y ago
What R&D does slack do to the tune of hundreds of millions per year?!? What G&A is over a hundred million a year? Do you use Slack? Yes, they have a boatload of fat to trim. They can pull an Etsy move but is that not already bake
773.
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dd36
8y ago
My thought as well. What on earth about Slack costs hundreds of millions to operate?
774.
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dd36
8y ago
Yeah, so what has happened is institutional investors now dominate the SFR rental market. They ask for 5% rent increases every year and therefore have relatively high turn ratios. It makes it easier for mom and pop investors to hold long
775.
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dd36
8y ago
It's not different. Not even a little bit. TSLA has sold equity and debt to pay for assets to scale. It does not lose money on its sales. AMZN sold equity and debt to pay for assets to scale.
776.
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dd36
8y ago
Amazon used and still uses debt...
777.
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dd36
8y ago
TSLA is the exact same position as AMZN a decade ago. They don’t need to make profits. They need to invest in assets and scale, which is exactly what they’re doing.
778.
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dd36
8y ago
It has both those things. It’s literally devouring market share from similar class vehicles of competitors. The network effect is also happening slowly.
779.
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dd36
8y ago
Corporations and their largest beneficiaries will use their media companies and donation/lobbying dollars to spread propaganda within one or more parties to create enough doubt that nothing will happen. That's what needs to be at
780.
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by
dd36
8y ago
Tenancy lengths are rising in US because rents are sky rocketing due to low inventory.
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