iav

11 ms·

91.
by iav 6y ago
I’m a former investor in the company. Many comments here focus on the DNA business, but the company treats it as more as lead gen, a “cheap” way to get new customers in and later to subscribe to their family tree product that prints cash. T
92.
by iav 6y ago
There needs to be a buyer and a seller for any trade. You don't know the stories of the other participants in those transactions - maybe if they didn't get rid of their oil on that day for pennies (or negative dollars), they would
93.
by iav 6y ago
Inflation is expected to be 0.6% this year and 1.6% next year by CBO. The 5 year Inflation-indexed Treasury (TIPS) market is implying inflation of 1.6%. Prices on commodities and rent prices in major cities are mostly flat to down. Prices o
94.
by iav 6y ago
Accounting standards do change all the time. Enron forced a change in how variable interest entities are treated. Rise of multi national conglomerates added comprehensive income accounting to account for FX. Most recently, rise of SaaS chan
95.
Live real estate price index for NYC, by neighborhood, based on repeat sales(colab.research.google.com)
2 points by iav 6y ago|0 comments
96.
by iav 6y ago
Interesting and I was wrong. While that might make for a good case why Apple should be compelled to allow the side loading of apps (especially since an App can be sandboxed and couldn’t possibly damage the device, a key criteria in the link
97.
by iav 6y ago
Defining Apple as a monopolist on iOS is like calling Ford a monopolist in selling radios in Ford vehicles. No one thinks it’s a violation for Ford to include their own radio (built by a 3rd party like Bose - same as an app) in a Ford truck
98.
by iav 6y ago
If it’s stock options at the last round valuation then they will be worthless. In theory the 409A valuation should be adjusted but in practice it’s most likely still at the 2018 round value.
99.
by iav 6y ago
Ligado’s biggest investors are JPMorgan, Centerbridge, and Fortress. David Redl, the former head of the NTIA, supported Ligado’s mission while the GPS (part of DoD but also co-run by the DOT) was against it for as long as this issue existed
100.
by iav 6y ago
I believe it’s full access to the recent news articles that are included in WSJ online subscription (No archive, no WSJ pro, no databases), but I don’t know for sure. It’s sort of like Spotify, how do you know you have access to every singl
101.
by iav 6y ago
I pay for Apple News just to get WSJ. It’s effectively half price.
102.
by iav 6y ago
Papers on trading models that show feature importance (rather than backtest results) are more valuable.
103.
by iav 7y ago
The point of mentioning the guns was that whomever controlled the island could limit the ability of ships and submarines to transit to and from the inner Baltic Sea. If you have guns on the coast of Poland and on the island, then it leaves
104.
by iav 7y ago
There were extreme wind conditions on that day and the wind was expected to get worse through the day. The pilots wanted to arrive as early as possible to beat the storm. Source: I was on a Norwegian flight at exactly the same time and the
105.
by iav 7y ago
Cars with no person inside them at all (vehicle drones?) would unlock the biggest productivity gain in a century. Revolutionize anything that can be delivered to your house (food, goods, groceries) and make sharing items feasible (need a po
106.
by iav 7y ago
1. For mature tech companies selling high margin products, R&D is typically 8-16% of revenue while operating profit margins are 20-40% of revenue. Even after taxes and interest, it’s natural for buybacks to exceed R&D 2. Not all R&a
107.
by iav 7y ago
Oakland has built less housing per capita than SF over the last 5 years, as mentioned in the article. Appears like a few big projects finished construction and 2019 was an outlier year. The article implies this bounty will continue by citin
108.
by iav 7y ago
I think Beijing cares about how the people of Taiwan perceive Hong Kong’s autonomy within China. If Taiwan views Beijing as a repressive regime then the independence movement would gain popularity.
109.
by iav 7y ago
In the fading days of the Soviet Union they put away dissidents in insane asylums where they were pressured into giving up their USSR citizenship and leaving for the West. While inhumane, no one ever got beaten or treated as poorly as the m
110.
by iav 7y ago
US government has the power to tax the entire US economy, providing financial backing to the US dollar. This is why fiat currencies weaken with their national economies, and vice versa
111.
by iav 8y ago
Spotify is public
112.
by iav 8y ago
Quite a few people work relative to market trading hours and customary times to hold earnings calls and roadshows. Sales people work around their store business hours. Schools have fixed schedules. Hours sadly dictate schedules for most peo
113.
by iav 9y ago
This is exactly why they are direct listing. TPG is screaming bloody murder but then again they claim to be the masters of structuring complex deals so they can’t claim that a startup snuck in a loophole under them.
114.
by iav 10y ago
We had one investor who asked and got this kind of model. It creates a ton of complexity (say if the investor takes some money out, you don't count the gains that this money would have earned since that point. Then imagine they put mor
115.
by iav 10y ago
California prohibits pricing based on driving habits like speed. Other states do permit it and Progressive offers snapshot device which does what you describe - offer discounts for safe driving behavior.
116.
by iav 10y ago
1) construction costs don't scale down linearly with square footage. Every home needs a kitchen, a heater, a bathroom, a foundation. This makes micro homes much more expensive on per foot basis 2) using construction costs from rural ar
117.
by iav 10y ago
The story assumes everyone rents(not true) and no one's commutes from East Bay or other city (not true).
118.
Spectrum Nerd(spectrumnerd.com)
38 points by iav 11y ago|2 comments
119.
by iav 15y ago
Situation is even worse for tankers. So many were ordered during the boom, that owners are actually paying customers to rent tanker ships. They do it because the customer would then cover the fuel cost of moving the ship to a more profitabl