jshaqaw

21 ms·

211.
by jshaqaw 6y ago
Nothing is perfect. Certainly in the US our two party system is creaking. But multiparty parliamentary systems have their own issues where small outlier parties can often extract disproportionate power because they are necessary to build a
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by jshaqaw 6y ago
McKinsey is profitable though
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by jshaqaw 6y ago
IThoughts would be great.
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by jshaqaw 6y ago
What’s their plan to someday turn a profit?
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by jshaqaw 6y ago
Sales and marketing costs at 60% of revenues last year? My understanding of Palantir is that this isn't some SaaS model where a fixed cost product can be scaled at huge gross margins. This is a niche IT consultancy coming up on two d
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by jshaqaw 6y ago
From what I see in my own children, depression and developmental impairment are not fabricated risks. I’m not saying they outweigh greater public health concerns regarding the spread of the disease but the worries I have for my kids if the
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by jshaqaw 6y ago
16 years of losses for a company that does not appear to have compelling operating leverage does not seem like something which would get an enthusiastic Wall Street reception.
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by jshaqaw 6y ago
I'm not so sure of this. First of all, remote learning takes just as many teachers as in-person learning unless the education plan is just "watch Khan academy and check in with us in a year." In fact under the hybrid models
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by jshaqaw 6y ago
Tax revenues which have been decimated by the crisis. Unlike the Federal government which can effectively borrow/print whatever it needs, states and municipals are limited by the real world and either have balanced budget requirements
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by jshaqaw 6y ago
The bull case is that by mid-1Q we have a vaccine and the crisis is over. Government fiscal and monetary keeps the economy on life support until that happens. If you value a business bottom up and you think 2021/2022 sort of revert b
221.
by jshaqaw 6y ago
You mean to pay for teachers, first responders, etc...? Yes it takes humans to provide services.
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by jshaqaw 6y ago
I am an independent producer. The intent of your proposal is to send me all the money so I should like that. But let’s talk about the realities. To make a show or movie I need financing and that comes from a studio. To recover my own exp
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by jshaqaw 6y ago
If there is a viable vaccine or vaccines by early 2021 then all of these histrionics will vanish into the clickbait ether from which they came.
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by jshaqaw 6y ago
I started a family in NYC and we are still here. It’s very possible to do it without being a billionaire and it’s a fantastic experience rich way to grow up. I grew up in the burbs and that was great too. There is no one way to do things. B
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by jshaqaw 6y ago
I’m on the pretty low to nonexistent level of fashion consciousness but fast forward 8 months to a world where maybe there is a vaccine. I can see a rebound cultural shift to going out/dressing up bringing back fashionable clothing for
226.
by jshaqaw 6y ago
Or there is a reasonably effective vaccine in 1q timeframe and much of the long term extrapolation from a temporary situation is overdone. I’m certainly not saying this is going to be the outcome but it is a very real possibility.
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by jshaqaw 6y ago
If people recall all of these predictions were made after 9/11 and the subsequent two decades were not exactly a period of decline for NYC. I live in and love NYC. If it’s not your thing that’s fine. There doesn’t have to be one way to
228.
by jshaqaw 6y ago
We got a Kano touchscreen Pi model last holiday season. It lasted maybe 3-4 months before totally falling apart and the power system dying. I wanted to like this company and their vision so I hope they have fixed the build quality.
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by jshaqaw 6y ago
The article confuses me. I was doing symbolic genetic algorithms to derive formulas back in the mid-90s so that's not new. But this seems to suggest a combined genetic algorithm/NN approach is being used. Curious to see the unde
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by jshaqaw 6y ago
Bloomberg terminal is no longer a physical thing (except for a custom keyboard with integrated fingerprint reader and function keys) and runs on generic Windows.
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by jshaqaw 6y ago
For equities an Interactive brokers setup with a few hundred dollars for additional feeds replicates 90 percent of Bloomberg functionality at 2% of the annual expense. For fixed income you are SOL without a Bloomberg. Among other things, g
232.
by jshaqaw 6y ago
Nope. Pay the money and get your terminal.
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by jshaqaw 6y ago
They do. If they don’t close a deal they are stuck with all the transaction costs. This leads to adverse selection of deals as a SPAC will always choose to do any deal over dissolving without a deal.
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by jshaqaw 6y ago
Sorry to hear that.
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by jshaqaw 6y ago
SPACs are a bull frenzy market phenonemom. The winners are the investment banks who collect insane fees between insurance and deal advisory. The other winners are sponsors who get the fattest fee payout in the financial ecosystem dwarfing h
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by jshaqaw 6y ago
Far too sweeping of a statement. "At their best" charter schools provide a laboratory for experimentation and alternative models of education which are impossible to implement within a rigid bureaucracy. In NYC we have many exce
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by jshaqaw 6y ago
We had our children tested at a Quest Diagnostics facility.
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by jshaqaw 6y ago
That may be right. I love martial arts and m body craves doing them. But running to me is root canal. When my wife says she actually enjoys running and not just the end results of increased endurance I think she is nuts!
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by jshaqaw 6y ago
Easier to just find a physical activity you enjoy unless you have severe disabilities no?
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by jshaqaw 6y ago
The book looks really interesting. Congrats!

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