hodder

14 ms·

151.
by hodder 6y ago
The big problem with the masks is, while many people will pick up litter, masks seem extra dirty like a used condom. People aren't likely to pick them up.
152.
by hodder 6y ago
My favorite of all time is The Most Dangerous Game. I just really enjoyed it as a kid, and continue to think about it 25 years later. https://marshallbrain.com/manna is also a great one.
153.
by hodder 6y ago
For Peloton, I would worry about this becoming a platform like car play for OEM fitness players.
154.
by hodder 6y ago
Flagship? No. If you want an iphone level phone it basically costs you iphone level dollars whether you want Android or an iphone. Of course you can buy a cheap phone, but for a 1K phone I expect support for more than 3 years or I wont buy
155.
by hodder 6y ago
Thanks. I’ll look into backtrader. Eventually I’ll be building my own or stapling onto existing solutions.
156.
Ask HN: Quants and traders: Best OS backtesting platform for trading strategies?
10 points by hodder 6y ago|4 comments
157.
by hodder 6y ago
...Or more likely, they don't want to ever be relying on a third party ever again for chips since whoever they go with holds great power over their progress and timelines.
158.
by hodder 6y ago
Among other reasons: 1) High end electrics are a very small market that is now overly crowded: Model III Performance, Model S Performance, Tesla Roadster (may never be produced, but in consideration of most high end buyers), Porsche Taycan
159.
by hodder 6y ago
Right, but while Tesla has positive gross margins, they have never turned an annual profit (Positive GAAP Net Income).
160.
by hodder 6y ago
First determine whether Nosql is really the solution you want. Next once you think nosql is the solution you want, have your experienced old hands slap you a few times. If that still doesn’t convince you, then you may actually may need nosq
161.
by hodder 6y ago
The top story on Hacker News right now is how Twitter is allowing (some) employees to work from home permanently. The locational cost of living arbitrage (from an employee perspective) and labor arbitrage (from an employer perspective) avai
162.
by hodder 6y ago
Yup. As I was reading along, I thought a) this story is complete fiction, or b) of course they were caught. I’m no casino regular but every single one I’ve been into in my life use large 6-8 deck shoes and reshuffle as it hits about 2 decks
163.
by hodder 7y ago
Reminds me of Moody's after Lehman. Very timely warning!
164.
by hodder 7y ago
Maybe we shall find out the fate of the Fitbit deal soon (from the North American side). FYI, the merger arb on that deal is pricing significant risk of failure: Pricing at 6.53 now vs 7.35 all cash offer from GOOG. I like the trade, but it
165.
by hodder 7y ago
Who is Warren Buffet? The submission should be edited to reflect the guy's actual name: Warren Buffett
166.
by hodder 7y ago
Please don't pull fake facts out of your anus.
167.
by hodder 7y ago
Worked for me
168.
by hodder 7y ago
https://github.com/iamadamdev/bypass-paywalls-firefox https://github.com/iamadamdev/bypass-paywalls-chrome
169.
by hodder 7y ago
Given the publicly traded coal companies are cash flow positive they have little reason to tap the equity markets for capital. These are mature companies in the decline phase. For the most part they do not need incremental primary equity of
170.
by hodder 7y ago
The earnings yield is much higher to compensate.
171.
by hodder 7y ago
Even domestic cigarette investments have done phenomenally. Not just PM. Look at LO for instance (no longer listed as it was bought out).
172.
by hodder 7y ago
There is also a fairly predictable decline curve for coal and shutter dates. I’m not talking about building new plants. That makes no sense I agree (as do the utilities). Existing coal plants absolutely make money as they simply need to cov
173.
by hodder 7y ago
So... that is exactly what I said. How is it wrong? I specifically said the only impact is on WACC and cost of capital of marginal debt of primary issuances... which are minimal considering these companies are for the most part cash flow po
174.
by hodder 7y ago
Remember that price paid for an asset is the primary driver of returns for the investor. Even as coal implodes, one can make money as the near term cash flow on invested dollars is high enough to offset declines. Smoking has been in decline
175.
by hodder 7y ago
The decision whether or not to buy shares in the secondary market will make little difference to existing coal companies (who are largely cash flow positive and trade at near 25% earnings yields). Regulations are what matter. All that secon
176.
by hodder 7y ago
Which makes intuitive sense but doesn't take into consideration the price you pay for the investment, which is the primary factor in determining your returns.
177.
by hodder 7y ago
“...is just saying they will invest profitably”... Couldn’t be more false. Existing coal companies can easily make money for investors when they trade at earnings yields of 25%. no new coal plants need to be built. Coal can even be phased o
178.
by hodder 7y ago
Walk/drive/train/bus are options too.
179.
by hodder 7y ago
Seems like a strong argument against biking, not cars.
180.
by hodder 7y ago
You're implying high housing prices cause higher salaries when it is almost certainly the other way around. High salaries and limited supply seem to be the key causal factors in high housing prices.

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