nknealk

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151.
by nknealk 7y ago
Several here have mentioned Charles Schwab. I personally use them for brokerage + IRA + checking + savings. It gives me a single view into my finances. Why Schwab? They have outstanding customer service. One time I was traveling on Christma
152.
by nknealk 7y ago
I'll throw this advice in because it's served me well in my career. Somewhat related. 1) You can be a big fish in a big pond with other big fish (eg FAANG). Or you can be a big fish in a pond with small fish (think like a regional
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by nknealk 7y ago
WSJ also has some great reporting on the total contribution of the 737 MAX to US GDP: https://www.wsj.com/articles/boeings-737-max-is-too-big-to-f... Not defending Boeing's behavior, just noting that the grounding
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by nknealk 7y ago
They’re also making headway into the data center space. AWS has recently announced that compute dense instances will have an AMD powered version. They already have AMD offerings for GP and RAM dense instances. https://aws.amazon.
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by nknealk 7y ago
I'd love to hear from WeWork customers about recent events. Are customers watching this thinking "oh man, I don't know if my workplace will be the same in 6 months, better start looking for alternatives?" Is the atmosphe
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by nknealk 7y ago
Seconding Unshaky. I use it on my work computer (2018 15" MBP). Does a very good job of detecting these double key presses and mitigating them transparently.
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by nknealk 7y ago
I’ve had the same brother printer since my first day in undergrad which was in 2008. Only changed the toner twice. It’s been super reliable.
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by nknealk 7y ago
They’re also making headway in the server market. AWS has quite a few AMD powered offerings that have hourly costs lower than intel equivalents https://aws.amazon.com/ec2/amd/
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by nknealk 7y ago
I highly recommend folks listen to recent episodes of Ben Thompson’s exponent podcast where he discusses TikTok and its influence in the USA. He makes the point that US consumers become subject to Chinese censorship policies when using the
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by nknealk 7y ago
100% anecdotal -- The Keras interface for tensorflow makes it easy & fast to make "good enough" models. That is often a driving factor
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by nknealk 7y ago
I double plus appreciated the giant footer telling me to sign in with facebook or google. Even though the header also has a signin link.
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by nknealk 7y ago
It has enough cash in the bank already to survive well past 90 days, even at it’s current burn rate
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by nknealk 7y ago
Look at news + stock price movement in the past 5 years on Teva and Mylan, two of the largest generic makers in the world. The outlook on the generic industry isn't great to say the least.
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by nknealk 7y ago
Infra costs would roll up into COGS since they're variable costs. So the line item for Cost of Revenue captures that I believe. G&A is for fixed costs.
165.
by nknealk 7y ago
I was recently in England. Nearly every payment terminal supports contactless in the cities I visited. I found myself using Apple Pay throughout the trip because it was fast and convenient. Also in restaurants they bring a payment terminal
166.
by nknealk 7y ago
They are required to disclose it. See page f-59 at the top. You'll note that their lease payments are 1.3B this year but go up every year after. Edit: the rate of increase is startling. They are going to have an additional 500M in leas
167.
by nknealk 7y ago
Let me try to explain with an example. GAAP requires straight line depreciation of a lease. So if I gave you a 2 year lease on a facility and required a single payment of $1M at the end of the term, you'd account for that as 500K expen
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by nknealk 7y ago
The mechanics of deferred rent are fascinating here. They have 2.8 billion of deferred rent on their balance sheet. See note 11 and 17
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by nknealk 7y ago
To add to this, I worked in melanoma genomics for 2 years. Off the top of my head I cannot think of a single cancer drug on the market who's target was discovered through NGS. It was great as a research tool. But I have yet to see it i
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by nknealk 7y ago
There are often regulations or other structures that govern what kind of assets a pension fund must buy. For example, California's pension fund has a 20 percent fixed income investment target (note CA pension is has somewhat more flexi
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by nknealk 7y ago
Thankfully the redshift outage was just on APIs, not existing machines. Our cluster was fine today, but external schema which rely on glue/athena did time out.
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by nknealk 7y ago
A similar thing happened with Ultraviolet's movies service: https://www.myuv.com/ There's also a great story regarding "right of first purchase" in the USA where Redbox literally purchases DVDs at retail
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by nknealk 7y ago
If this interests you, check out Papermill and NTeract: https://github.com/nteract/papermill https://github.com/nteract
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by nknealk 7y ago
I'm currently pursuing an MBA. There's a huge body of research that shows raw cognitive ability is the strongest predictor of a high performance hire. That is sometimes, but not always, correlated with educational attainment. Sour
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by nknealk 7y ago
From uber's S1, pages 235,236,239,240: https://www.sec.gov/Archives/edgar/data/1543151/000119312519... It looks like Hartford walks out the door with at least $10M (based on IPO price) in immediate
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by nknealk 7y ago
There are a ton of comments suggesting the non-binding vote will not change behavior. I want to throw some light on the opposite side: Zuk has a strong incentive to listen to his shareholders even if he doesn't have to. If he ignores t
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by nknealk 7y ago
In the same line of thinking -- If the board thought they could hire an equally competent CEO to lead the company for half the price, they would do so.
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by nknealk 7y ago
Many doctors hate full body scans. Every individual has a handful of anomalies which are almost always benign. They show up on full body scans and chasing them down comes with cost and patient risk. I have a hard time with reporting like th
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by nknealk 7y ago
Its weird they'd use Pitchbook as their source for funding when Uber disclosed information in their S1 under the table titled "Redeemable Convertible Preferred Stock". See page F-51 here: https://www.sec.gov/A
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by nknealk 7y ago
I can throw in my 2 cents here as a Schwab customer. Schwab will let you buy CDs at any bank via a brokerage account linked to your checking or savings. Basically, they'll transfer the money to whatever bank has the CD you want, and tr

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