drinkzima

9 ms·

31.
by drinkzima 8y ago
[I believe] the 24 hour change is legally mandated for all the airlines. https://www.consumerreports.org/consumerist/all-major-u-s-ai...
32.
by drinkzima 8y ago
This ignores the leverage applied to a typical primary residence purchase via fixed rate debt. With 20% down, your return is 5x inflation, and housing indeed is a perfectly reasonable investment when you amortize transaction costs over an
33.
by drinkzima 8y ago
Sure, but then he's building for $100/sqft in SF, which is laughable. Going rates right now are closer to $400/sqft at the low-end, without permitting. I get aiming for smaller units to improve affordability, but the assump
34.
by drinkzima 8y ago
This article presumes acres for $420,000 in San Francisco. Not sure where the author is finding land values like that in the Bay - certainly not in San Francisco, where land is closer to $100/sqft at the low end ($4.5M).
35.
by drinkzima 8y ago
SaaS companies trade on revenue or free cash flow multiples for the most part: https://medium.com/@alexfclayton/how-much-is-your-saas-compa... https://www.bvp.com/strategy/cloud-computing/inde
36.
by drinkzima 8y ago
They will be creating stock to fund the purchase, so in essence, yes. The number of shares outstanding will rise by $2B (price) / $76 (Twilio price as of transaction agreement) = ~26M new shares of Twilio to Sendgrid owners.
37.
by drinkzima 8y ago
FWIW, that would have had your index fund missing AMZN and NFLX runs that have been pretty incredible. Zero interest rate policy has created a new, confusing market environment.
38.
by drinkzima 8y ago
Carl Icahn [sort of] just did this to Bill Ackman: https://www.cnbc.com/2018/04/24/how-carl-icahn-came-to-join-...
39.
AWS $20B run rate growing 50%(cnbc.com)
4 points by drinkzima 8y ago|0 comments
40.
by drinkzima 9y ago
Disambiguation pages are a good source for bad endpoints (here's a 6-er): https://www.sixdegreesofwikipedia.com/?source=Disambiguation...
41.
by drinkzima 9y ago
Really it's booking.com is worth ~$95B and the rest of those brands combined are worth ~$5B (OpenTable just got written down from an accounting perspective). There is a huge general misunderstanding in the profitability of directing ho
42.
by drinkzima 9y ago
"In my opinion: They are all teetering on the edge of extinction if (or when) Uber has to do the near unconscionable act and hit the button and launch – a down round." is everything wrong with the VC funding mentality. Surely it w
43.
Mulesoft Files S-1(sec.gov)
1 points by drinkzima 10y ago|0 comments
44.
Big Advances in Big Analytics(looker.com)
5 points by drinkzima 11y ago|0 comments
45.
by drinkzima 11y ago
The fact of the matter is that surge unambiguously causes drops in demand. What is less clear (and more interesting) is understanding the casual, supply-side effects of surge, which isn't really tackled in this paper (one mention of t
46.
by drinkzima 11y ago
Linking / link-text from your own domain doesn't yield any SEO benefit, so he's really just trying to redirect traffic from the post to folks interested in office space (or exploring the site).
47.
AB Testing at Kickstarter(kickstarter.com)
1 points by drinkzima 11y ago|0 comments
48.
by drinkzima 11y ago
Log scale would help quite a bit here, looks like everything is just up in the same-ish ratio.
49.
by drinkzima 11y ago
Not sure what you mean, seniority is downside protection. To quote the article: "Acquisition Protection Terms Liquidation protection over common stock – 100% Senior liquidation protection over other series of preferred stock - 19%&quot
50.
by drinkzima 11y ago
For the most part that's just not true, the peak is in the afternoon evening nearly everywhere. Here's lots of other examples: https://www.google.com/search?q=power+consumption+by+hour+of... http://www
51.
by drinkzima 11y ago
Example data from Australia (peak at 6-8pm, clear power mismatch to solar): http://www.aph.gov.au/About_Parliament/Parliamentary_Departm...
52.
by drinkzima 12y ago
Probably just that you haven't done it yet. VC's are paying anything for growth and Slack has got it, seems as simple as that.
53.
3M More Americans Could Have Voted Last Election(pan.oxfordjournals.org)
1 points by drinkzima 12y ago|0 comments
54.
by drinkzima 12y ago
I wish the NYTimes was better than that log-based chart of job recovery by sector (or whatever that non-linear scale is).
55.
by drinkzima 12y ago
By that token most companies do not take anything but their own currency. Currency hedging is something corporations do to align costs and revenues - companies generally are not trying to make money wagering on currency positions.
56.
by drinkzima 12y ago
I don't mean this in a negative way, but how does a CEO retain control through a fall from $1B+ to $15M? Isn't that endemic of significant mismanagement, at least in expectations?
57.
by drinkzima 12y ago
This is a great talk, but I can't help but think this is tailored to bigger companies than YC-application stage start-ups. Alex spends lots of time talking about the distinction between power users and marginal users, which is incredi
58.
by drinkzima 12y ago
Do mean besides the hoards of research linking larger income inequality to lower growth: http://www.imf.org/external/pubs/ft/sdn/2014/sdn1402.pdf http://www.nytimes.com/2014/08&
59.
by drinkzima 12y ago
Pretty similar to what you see in lots of magazines: http://www.instyle.co.uk/fashion/get-the-look And the celeb style guide: http://www.celebritystyleguide.com/
60.
by drinkzima 12y ago
Pretty incredible user experience on mobile, haven't seen graphs that look that good in a mobile web browser (and interactive no less).

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