hodder

11 ms·

121.
by hodder 3y ago
P/E is just a very very rough shorthand tool for a DCF. A DCF looks at all forward cashflows and discounts to present. It is very difficult to predict the future for a chip company so the dispersion is large, but at a 2.3T mcap, a lot
122.
by hodder 3y ago
go to the OpenAI website.. where is the actual product? It reads more like a splash page with a bunch of news nonsense no user cares about. Sure they have many products so then lets instead type chatGPT into google and go the link. Now I ge
123.
Ask HN: Why is OpenAI and ChatGPT design so bad?
11 points by hodder 3y ago|30 comments
124.
by hodder 3y ago
It is hard to fathom such a pretentious blog post. What response the author was hoping for when he created it? Good grief.
125.
by hodder 4y ago
I'm guessing this "single line of code" called a function which was 9000 lines. Regardless this is pretty damning smoking gun information if true. "uh-oh, sphaghettio"s becomes a pretty tough legal defense.
126.
by hodder 4y ago
How would one model such a thing? The carbon sink is not material. What value do you place on the biodiversity and unique species of plants and animals that live there? At some point people need to just recognize and protect intangibles.
127.
by hodder 4y ago
Below is Matt Levine's summary: https://www.bloomberg.com/opinion/articles/2022-06-06/elon-h... There is $14 a share in the trade currently if specific performance has any real world enforceability.
128.
Ask HN: Legal experts: Can Musk really back out of the Twitter deal?
1 points by hodder 4y ago|3 comments
129.
by hodder 4y ago
This was my thinking. Top line risk on a staple consumer asset that’s been around over a hundred years, and can scale rev with inflation. No margin risk. Seems very cheap. Can prob borrow modestly under the yield and write off the interest
130.
by hodder 4y ago
I stated it was attractive if the bid gets hit, which as posted was 1.5m. Listerine revenue royalties likely keep pace with inflation while facing no bottom line risk. A 6-7.6% to yield is certainly attractive in my opinion for this asset.
131.
Listerine Mouthwash Royalties(auctions.royaltyexchange.com)
235 points by hodder 4y ago|193 comments
132.
by hodder 4y ago
This is a very interesting asset on an interesting site I just found at an attractive FCF yield assuming current bid gets hit. Does anyone have experience in investing in, or securitizing a royalty stream? Quite fascinating.
133.
Returning Soldier Effect(en.wikipedia.org)
5 points by hodder 5y ago|0 comments
134.
by hodder 5y ago
The man in black fled across the desert, and the gunslinger followed.
135.
by hodder 5y ago
I am as well. Further, many of the people who perpetuated these crimes are still alive. Residential schools were still around in the 90s. Where are the arrests and charges? Where are the actual criminal investigations? Thoughts and prayers
136.
by hodder 5y ago
No one else can tell you how to live your life man. I enjoy time with friends, family, and hobbies. People like Steve Jobs, Warren Buffett, Bill Gates etc value working more. Plenty of non financially successful people also value working mo
137.
by hodder 5y ago
I loved primer. If you like time travel movies (and if you are on hackernews the chances are high you do), definitely give this one a watch. It is definitely among my favorites. It is an awesome film which goes to show low budgets can go a
138.
by hodder 5y ago
Books, stocks, apps, websites, songs...the list goes on. Winner takes all is becoming the new normal.
139.
by hodder 5y ago
It will likely lead to less continuity in the story and far more cliffhangers as it jumps through the chapters like Dan Brown.
140.
by hodder 5y ago
Fake it til you make it is fine with startups, however with publicly traded securities it is fraud. Elon Musk gets away with a lot of things that most capital markets participants would be imprisoned for. I'd certainly be in jail if I
141.
List of Unusual Deaths (Wiki)(en.wikipedia.org)
2 points by hodder 5y ago|0 comments
142.
by hodder 5y ago
Shocker. When something you need to live is instead actually tainted with poison, that might take a toll.
143.
by hodder 5y ago
Understanding Kelly criterion is almost useless in practical investment management. I’m a professional trader and former quant and I don’t know a single actual pro who uses anything like Kelly to size bets. I’m not saying understanding the
144.
by hodder 6y ago
Given the antitrust investigation was ongoing it was clear something would come out of it and a tiny fine is definitely far better than a ton of possible outcomes. I expect the shares to move up on the news but not too materially. Unfortuna
145.
by hodder 6y ago
Agreed, the evidence points to a diminishing returns effect on increasing volume leading to an asymptote. More is better (absent injury)... but the benefit of each additional set starts to really flatline somewhere beyond 20 sets. I believe
146.
by hodder 6y ago
Absolutely, this is a practicality matter. Further, while the evidence on rest periods is mediocre, the evidence on increasing work volume leading to greater hypertrophy is crystal clear. If you have an hour to workout, more reps is clearly
147.
by hodder 6y ago
Taking chances on a startup is one thing. Knowingly lying in the position of CEO of a publicly traded company and selling something that will never exist is fraud. Fake it til you make it isn’t legal in public securities nor should it be.
148.
by hodder 6y ago
Thank God!
149.
by hodder 6y ago
"This site is blocked due to a security threat that was discovered by the Cisco Umbrella security researchers." Category: Malware That is the warning I'm getting on this link at work. Of course I don't think you are tryi
150.
by hodder 6y ago
This is the most nonsense article Ive read in a long time. The leap after leap of bias is amazing.

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