idoh

25 ms·

211.
by idoh 6y ago
Can we step back and agree about our terminology? I'd say that short term is up to a year or so. Most PE plays I've heard about are years-long endeavors.
212.
by idoh 6y ago
Another way to look at it is that Elliot & Co have a good track record of raising stock prices, so as a shareholder you actually do want them on board.
213.
by idoh 6y ago
Predicting the future is fraught with peril. It seems likely that Trump will not win a reelection this November, and seems closer than ever that we will have a peaceful transition of power at that time, versus where we were a year or two ag
214.
by idoh 6y ago
Yes, fair enough, and to your point has already happened.
215.
by idoh 6y ago
Do you actually think we are one tweet away from a civil war?
216.
by idoh 6y ago
I don't hold random comments on the internet to the highest standard because I am not a monster. However they are not equivalent and the em dash is a sign of extra polish.
217.
by idoh 6y ago
So pedantic but I love it. For the GP, what you are looking for is them em dash (—) with no spaces around it, because the dash is its own form of punctuation.
218.
by idoh 6y ago
I have been looking for this as well. So far Khan Academy has been brilliant in remote math curriculum, in fact my children are learning math faster in Khan Academy than with IRL instruction. If there was something equivalent for writing I&
219.
by idoh 6y ago
Maybe you are thinking of this? https://en.wikipedia.org/wiki/Rome,_Sweet_Rome
220.
by idoh 6y ago
Do you have any insight as to how that's possible? Not disputing the fact, but those trains are packed super tight. It seems like ideal situation for spreading. Are the only safeguards mask usage?
221.
by idoh 6y ago
From their website: Overture flights will focus on 500+ primarily transoceanic routes that benefit from supersonic speeds—such as New York to London or San Francisco to Tokyo. Overture won't generate a sonic boom over land cruising at
222.
by idoh 6y ago
These days there is the mayor and then the city manager ( https://en.wikipedia.org/wiki/City_manager ). As an introvert and possibly engineering-minded person (broad generalization based on being on HN) maybe city manage
223.
by idoh 6y ago
In this case it is a setting and you can turn it off.
224.
by idoh 6y ago
In that case this report is figure out. From the report, "Do Opportunity Zones benefit or gentrify low-income neighborhoods?" If one is looking just at socioeconomic indicators, and after an investment they go up, and that's
225.
by idoh 6y ago
This particular study did not cover that. From the report: "Consequently, we did not analyze displacement by race and ethnicity, a task that requires precise counts of the residents in a neighborhood. Instead, the present study focused
226.
by idoh 6y ago
I cannot speak for anyone else, but on the one hand HN is very bullish on alternative / clean energy, and on the other hand a well respected investor like Buffet is taking a contrary position. So I want to see the comments hashing it o
227.
by idoh 6y ago
This is the right way of thinking about it. If it saves time / money / expand capabilties enough (and you can afford it) then make the investment.
228.
by idoh 6y ago
In 2016 only 10% of San Francisco voted for Trump. There was not a single neighborhood that had higher than 30% for Trump. So "left leaning" is apt, if you agree that left / right roughly maps to Democrat / Republican.
229.
by idoh 6y ago
It can be a blessing or a curse, I've found that my job satisfaction is very much dependent on my manager more than the company I'm at. Looking back, I'd tell my past self to spend more time understanding the psychology of th
230.
by idoh 6y ago
What are the details? Are people wearing masks in the office?
231.
by idoh 6y ago
Story of my life. At the moment I have 10+ projects (due the nature of my role). I make it work with a pen and a pad of paper. Every couple of days I go through and clean everything up, it helps to keep everything top of mind. So in that wa
232.
by idoh 6y ago
I really like my boss, if the trade is a known great manager v rolling the dice plus more money, I’ll pick the manager. I haven’t always felt this way, but I value it now.
233.
by idoh 6y ago
Zoom will always do the right thing, after exhausting all the other options.
234.
by idoh 6y ago
"The market can remain irrational longer than you can remain solvent."
235.
by idoh 6y ago
Their market cap / PE ratio implies that they could grow to net income around 2-4 billion per year. Apple is at ~11 billion, MSFT is at ~39 billion. I guess it is plausible that with excellent execution they could somehow build a moat
236.
by idoh 6y ago
Here's the Twitter thread (that this BBC article basically copy / pastes from): https://twitter.com/zsk/status/1269960000203563009
237.
by idoh 6y ago
Point taken, but a lot of people seem to really like their credit union (which is a bank).
238.
by idoh 6y ago
As a counterpoint, if the black swans are big enough, then it is possible that a 1 / 200 track record is still useful.
239.
by idoh 6y ago
In the war that you foresee, who is fighting who?
240.
by idoh 6y ago
Banks are businesses, why can't they charge what they want for services?

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