jakarta

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361.
Letter from Steve Jobs: No Apple Giftcards for iPads(firstadopter.com)
13 points by jakarta 16y ago|26 comments
362.
by jakarta 16y ago
I think looking at 13Fs is helpful but there are some caveats to the approach. First, if a fund is known to trade pretty frequently/have tons of turnover, the 13F might be bad to look at. In addition, many funds are not simply long-only veh
363.
Microsoft's Guide to Humor(microsoft.com)
252 points by jakarta 16y ago|75 comments
364.
by jakarta 16y ago
Iron Mountain is a great business. They are a really defensive company and generate a pretty good return on invested capital (~15%). Their revenues mostly come from recurring monthly payments for storage fees based on volume, marketing, etc
365.
by jakarta 16y ago
Got to keep in mind that a lot of short sellers will be covering, which could account for some of the premium.
366.
The Quants: Alchemists of Wall Street (w/ subtitles)(youtube.com)
1 points by jakarta 16y ago|0 comments
367.
Google’s CEO on the Enduring Lessons of a Quirky IPO(hbr.org)
5 points by jakarta 16y ago|1 comments
368.
Apple's Endless Expanding App Universe(businessweek.com)
1 points by jakarta 17y ago|0 comments
369.
by jakarta 17y ago
Using a service often does not always translate into that service generating spectacular, analyst beating results. Looking at businesses that you are familiar with is a good starting point, but is -no substitute- for analyzing the numbers g
370.
Research Gap Left Airlines Exposed to Volcano’s Blast (bloomberg.com)
5 points by jakarta 17y ago|0 comments
371.
by jakarta 17y ago
Haha - indeed. Centaurus Energy (TX based hedge fund) would amount to $88.2M per employee.
372.
by jakarta 17y ago
Online newspapers/blogs should definitely consider a feature like this. It could be really helpful in getting users to visit more often if they start designing their time around reading a few articles and then playing games for a bit.
373.
by jakarta 17y ago
I think you need a lot of context to seriously examine anything. -The Wire
374.
Andreessen Horowitz Drops Out of Funding Race for Foursquare(kara.allthingsd.com)
11 points by jakarta 17y ago|1 comments
375.
by jakarta 17y ago
I thought this was a great bit on how backwards the publishing industry still is: Tim O’Reilly, the founder and C.E.O. of O’Reilly Media, which publishes about two hundred e-books per year, thinks that the old publishers’ model is fundament
376.
Can the iPad topple the Kindle, and save the book business?(newyorker.com)
10 points by jakarta 17y ago|2 comments
377.
by jakarta 17y ago
Andrew gets a lot of criticism for how he interviews but I have to say, interviewing people -- especially when you are new at it is hard. You really have to strike a balance in the questions you ask and the small talk you make to get a good
378.
by jakarta 17y ago
Really? I mean he is usually just asking for suggestions on how to improve his interviewing skills from the interviewees. It seems poor to compare him to George Stephanopoulos when one has had a long professional career of interviewing peop
379.
Yahoo to buy FourSquare for $100M? (kara.allthingsd.com)
22 points by jakarta 17y ago|24 comments
380.
by jakarta 17y ago
"The scandal here is not that Goldman was short the subprime market at the same time as marketing the Abacus deal. The scandal is that Goldman sold the contents of Abacus as being handpicked by managers at ACA when in fact it was handpicked
381.
by jakarta 17y ago
Really? I mean to me, it seems like Twitter is really holding all the cards here. Unfortunately, it seems like an acquisition of Bitly would really amount to charity because if they wanted, they could easily come out with their own competin
382.
by jakarta 17y ago
I think the point about avoiding crowd-think is great. It seems like that is one of the biggest pitfalls with VC investing, getting irrational about one area and then bidding up investments in that space. It'd be interesting to see how othe
383.
by jakarta 17y ago
I find Google Docs to be useful as a starting point. Nowadays I will start my spreadsheets/financial models in Google Docs and then once I've finished, bring them into Excel for formatting purposes to get ready to print. So far this method
384.
Tech Companies: "undervalued, undermanaged and poorly governed."(online.wsj.com)
1 points by jakarta 17y ago|0 comments
385.
by jakarta 17y ago
Shareholder activists will usually argue how companies stupidly waste money on consultants. It's just that there aren't a lot of them. In the past, Buffett has criticized consultants. 1995 Letter: Concluding this little dissertation on acqu
386.
A Quant Mea Culpa(ftalphaville.ft.com)
1 points by jakarta 17y ago|0 comments
387.
Hey Internet entrepreneurs, nuts to you(economist.com)
4 points by jakarta 17y ago|0 comments
388.
by jakarta 17y ago
The vibe I got from the book, which is why I asked the OP's opinion was that Steve Jobs did not believe in their movie business, his vision was that Pixar would market computers capable of producing Pixar-level graphics to ordinary consumer
389.
by jakarta 17y ago
Have you read The Pixar Touch? If so - what did you think? The feeling I got from the book, was that Steve Jobs was really bad when it came to the vision for Pixar. He had 0 faith in their movie making abilities, but the Pixar team managed
390.
by jakarta 17y ago
One of the things David Simon (of Homicide and The Wire fame) cites as a reason for newspapers declining is poor reporting. He says that with year after year of cuts, the number of journalists become smaller and smaller. Plus, with older re

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