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jakarta
searching PlanetScale…
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47 ms
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421.
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Mexico’s Slim tops the list of world’s richest
(msnbc.msn.com)
1 points
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jakarta
17y ago
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0 comments
422.
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From Minnesota Log Cabin to $1.6B Hedge Fund
(reuters.com)
1 points
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jakarta
17y ago
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0 comments
423.
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The Hidden Risks of Flying
(bloomberg.com)
2 points
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jakarta
17y ago
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0 comments
424.
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Résumé (C.V.) using Google Maps
(maps.google.co.uk)
60 points
by
jakarta
17y ago
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23 comments
425.
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Venture-Capital Firms Caught in a Shakeout
(online.wsj.com)
1 points
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jakarta
17y ago
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0 comments
426.
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What Geeks Don't Get: The Limits of Moneyball
(thepaintedarea.blogspot.com)
3 points
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jakarta
17y ago
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1 comments
427.
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What Happened to Nanotech?
(bespokeinvest.com)
1 points
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jakarta
17y ago
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0 comments
428.
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by
jakarta
17y ago
David Chang's Momofuku has a great website for its restaurants: http://www.momofuku.com/ Everything is pretty stripped down and simplified. No gratuitous use of flash. I also like their use of reservations, for the most part the system is
429.
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jakarta
17y ago
The trick though is paying the right price for acquisitions. Studies have shown that acquirers tend to overpay on acquisitions, so it is important to have someone in place that has the discipline necessary. IBM might have someone like that
430.
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jakarta
17y ago
Yeah, if you want to put MSFT into runoff, then this would be the appropriate approach. But, if shareholders would rather MSFT survive, they should look into hiring a savvy CIO to handle that end of the business. Either can work, it just de
431.
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jakarta
17y ago
But Microsoft's not really trading at an inflated price. On an EV/EBITDA basis the company is around 10x. Conversely, Apple is around 15x and Google is about 16x. Both multiples imply some pretty rich growth prospects whereas MSFT's 10x doe
432.
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by
jakarta
17y ago
Why does the answer have to be invest in tech? Microsoft throws off something like $14B in free cash flow. They could use their toll booth-like cash flow to acquire good businesses that offer nice, steady returns, in areas outside of tech.
433.
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jakarta
17y ago
Berkshire's market cap is $204.655B http://online.barrons.com/public/quotes/main.html?symbol=BRK...
434.
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by
jakarta
17y ago
Maybe I can help fill the gap a bit. There is an online forum for value investors called value investors club. In order to become a member, you have to submit an investment idea which is then evaluated. If it is good enough, you get in and
435.
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jakarta
17y ago
tell that to the Goldman Sachs Alpha Fund
436.
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jakarta
17y ago
From what I have heard, he is in the middle of a lawsuit right now with some of his investors.
437.
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by
jakarta
17y ago
I attended a talk by Michael Lewis a little over a year ago. One of the questions I asked him was whether or not he believed financial journalists dropped the ball with reporting on the bubble that led up to the crisis. Lewis made the point
438.
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jakarta
17y ago
postalservice@gmail.com
439.
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jakarta
17y ago
I don't know if I quite agree with that. If you look at a lot of value investors / contrarians, you will see that a good number of them were exposed early on to the kinds of irrational thinking that can occur with crowds. I think these expe
440.
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How a Doctor beat Wall Street
(vanityfair.com)
142 points
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jakarta
17y ago
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68 comments
441.
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jakarta
17y ago
They don't mention it in the article, but if anyone gets a chance, I would suggest they read about his activities as a board member for The Washington Post. When Buffett joined the board, Katharine Graham had just taken control. Her husband
442.
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When CEOs Have Warren Buffett In Their Boardroom
(businessweek.com)
23 points
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jakarta
17y ago
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1 comments
443.
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The Current State of Spycraft
(online.wsj.com)
33 points
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jakarta
17y ago
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30 comments
444.
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Early Humans Used Brain Power, Innovation and Teamwork to Dominate the Planet
(scientificamerican.com)
1 points
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jakarta
17y ago
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0 comments
445.
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Warren Buffett's 2009 Letter
(berkshirehathaway.com)
3 points
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jakarta
17y ago
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0 comments
446.
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jakarta
17y ago
I love this bit: "The first practitioners, including Eugene Kleiner and me, had familiarity with Wall Street operators and we set up our partnerships to avoid specifically problematic practices. These parameters included: no leverage; audit
447.
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Silicon Valley Is Not Wall Street: Tom Perkins
(online.wsj.com)
31 points
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jakarta
17y ago
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19 comments
448.
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jakarta
17y ago
Recipes are interesting in that most reviewers actually alter the recipe, making star reviews misleading. So someone might post a bad recipe and have other members alter it and rate it highly after their own modifications. You can only figu
449.
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jakarta
17y ago
I still think this is the wrong approach. Interviews are tough to monetize because the benefits are pretty intangible. The Charlie Rose model is better I think. Where you do long 1 hr interviews and get sponsorships to help pay for costs. I
450.
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jakarta
17y ago
It depends on what kind of tech company you are talking about. A Microsoft will have a fairly understandable business model with predictable cashflows. Conversely, most young, public tech companies are more of a gamble on management teams/p
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