kolbe

33 ms·

421.
by kolbe 4y ago
No one knows anyone's forward P/E.
422.
by kolbe 4y ago
You may want to go see what $COIN's P/E is and get back to me.
423.
by kolbe 4y ago
Getting that kind of raise in the current environment is a huge accomplishment. Congratulations.
424.
by kolbe 4y ago
For Netflix, I think the expectation used to be that they would establish themselves as a long-lasting company that would generate $20bn in profit per year. It's now looking dubious that they will exist in a meaningful way in a decade-
425.
by kolbe 5y ago
Do you know this for a fact? I've done some work in the industry where I needed to make fast software, but never the like sub-microsecond tick-to-trade type fast, so I really don't know. There was a great presentation from 2017 ab
426.
by kolbe 5y ago
10k/year on a property with a market value of 125K is a far higher cap rate than I see to begin with, but I live in a nicer area where a room in a house is the only thing you can get for less than $1000. I know there are much higher yi
427.
by kolbe 5y ago
Huh. My experience has been that AMD wins that unless your application is so small that it can fit into Intel's smaller cache. And the new 3D architecture from AMD I thought would make your developers drool, allowing them to actually i
428.
by kolbe 5y ago
Nice. And it satisfies my curiosity about whether trading firms are switching to AMD or not
429.
by kolbe 5y ago
And then instead of risking the value of the investment, you risk 5x it? That's a completely different risk profile from the listerine royalties. What's the listerine yield if you lever it 5:1?
430.
by kolbe 5y ago
> earn your yield for 5 years (let's say LIBOR + 7%) and then you get your $2 million back and you can decide then how to best re-invest your money at that time given the situation You have an 80% chance of getting your money back w
431.
by kolbe 5y ago
Cap rates in my city are like 2.5%. Where are these juicy yields?
432.
by kolbe 5y ago
Why are you comparing a BB rated bond to a cash flow from an American staple of consumption for a hundred years? Everyone knows more risk comes with higher yield. That fact doesn't make one or the other inherently better: just a differ
433.
by kolbe 5y ago
What are the better investments?
434.
by kolbe 5y ago
I agree. I am, if anything, overzealous about screaming "corruption," but I really don't see it here. When someone worth $26bn sits on the board of a company (with no mention of equity) with ties to government contracts, it&#
435.
by kolbe 5y ago
Good luck with that perspective in life. I'll stick with writing clearly. You stick with writing poorly and flipping out whenever people misunderstand your intentions.
436.
by kolbe 5y ago
> Seriously, do you think funds playing with the kind of money to buy 15% of twitter often make careless purchases? - You
437.
by kolbe 5y ago
What? Barclays is one of the largest financial institutions in the world with $1.9tn in assets. I think we're in agreement that this Twitter thing isn't worth the attention, but we are far from agreeing that large financial instit
438.
by kolbe 5y ago
You are digging in the wrong sandbox if your goal is to find ethical behavior.
439.
by kolbe 5y ago
Barclay's literally forgot to register with the SEC to be allowed to issue securities, then issued $15bn of them over the course of years, and lost $600m as a result. If you think "funds with this kind of money" are any bette
440.
by kolbe 5y ago
I amend my statement a little: They actually IPOed on the Hong Kong stock exchange in late 2007 before delisting in 2012. They IPOed at $10bn. They traded as high as $25bn the first day. But I have no other data. https://www.reut
441.
by kolbe 5y ago
There were still private transactions that valued Alibaba far lower that you claim. What justification do you have for your claim?
442.
by kolbe 5y ago
I really like Julia. I wouldn't say I come off like a cultist, but I do think they spend an annoying amount of time on PR for themselves. I think Julia is stuck in a spot where they are better than say R/Python for scientific comp
443.
by kolbe 5y ago
I've been doing optimization work in C#, and I think findings like this one are unremarkable. I will readily admit C# is slower and less flexible than say C++, but for small things, I can always beat calling out to external code by wri
444.
by kolbe 5y ago
You are thinking of the wrong era. We're talking about the 2008 offer to buy Yahoo. Alibaba was worth around $10b when Microsoft offered to buy Yahoo for $45b. https://www.forbes.com/2007/10/23/alibaba-ip
445.
by kolbe 5y ago
I've at least studied a lot of what other legal scholars have to say on the topic. I think even the most staunch free market advocates understand the danger of monopolies. I think the same strain of thought makes them understand the da
446.
by kolbe 5y ago
“Every banana republic has a Bill of Rights.” -Anton Scalia
447.
by kolbe 5y ago
Thank you for this. I wrote a small linear algebra library using intrinsics in C#, and my code was beating Eigen at the n<50 level, but I figured it was just some error of mine, so I never had the balls to make the claim publicly.
448.
by kolbe 5y ago
So can most linear combinations of functions set to the nth power.
449.
by kolbe 5y ago
Citadel, Jump, IMC, Optiver, DRW, Susquehanna International are some of the largest trading firms in the world, and the vast majority of their operations are outside NYC
450.
Optimizing C#: Lessons and Benchmarks from Speeding Up an Options Model(github.com)
4 points by kolbe 5y ago|0 comments

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