pmart123

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361.
by pmart123 8y ago
Do you think the costs and complexity to develop a game this way are too high now? I know there is the occasional Angry Birds, but I would imagine that it would be fairly hard to coordinate the number of people needed to build a serious or
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by pmart123 8y ago
> It’s hard to imagine how a company that received $15 per month from 12 million WoW subscribers for 10+ years can go bankrupt, but I guess nothing lasts forever. I don’t think Activision is anywhere close to declaring bankruptcy? While
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by pmart123 8y ago
Me too. My guess is car companies bought or collected a large list of email addresses and distributed the whole list out to every dealership.
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by pmart123 8y ago
Well, I would argue that while being data driven often has a first mover advantage, eventually this is arbitraged away. The first few movers reap a lot of the benefits, and by the time everyone starts to replicate a similar methodology, it
365.
by pmart123 8y ago
I think it is closer to 80% from the 2017 high and 75% from 2018-Q3.
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by pmart123 8y ago
Have you looked into using something like the Kelly Criterion for position sizing?
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by pmart123 8y ago
Another angle is that Airbnb also carries differentiated inventory vs. a completely commoditized good. If you are booking a guys ski trip vs a romantic weekend vs family reunion you are looking for a unique property. Airbnb, as the largest
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by pmart123 8y ago
I think people are aware of this. The idea is as the upgrade cycle takes longer, people will still upgrade to the latest and greatest when they do upgrade. The other assumption is that the phone upgrade cycle will still be faster than lapto
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by pmart123 8y ago
A book that really made me understand this early on was "Fortune's Formula" in that it illustrated how technology transformed the speed of information arbitrage, but the real human problem was getting information as quickly a
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by pmart123 8y ago
It records every conversation locally in a two second loop I believe, and then streams it after a trigger word.
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by pmart123 8y ago
I agree that there are two distinct segments, one which is more vocational, and one that is more academic, modeled off a classic liberal arts education. Perhaps on the vocational side, it is easier to determine exit level salaries and traje
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by pmart123 8y ago
A couple other advantages is it is likely more secure than having your credit card stored across many sites (although Stripe solves that too), and if your card expires, you only have to update one thing.
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by pmart123 8y ago
I think what you are articulating is half true, or more so, half of the picture. People love big blockbusters more than ever. Game of thrones, The Avengers, etc. really show that it is a bifurcated market. I think the full effects of global
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by pmart123 8y ago
I interpreted what he was saying differently. To me, he was saying that consumers like renting scooters, but they do not like renting scooters if they have to dock or undock the scooters similar to a citi bike versus a grab and drop approac
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by pmart123 8y ago
It seems like you mostly have a good understanding of how it works. A tracking fund would have to rebalance in the advent of a company issuing or buying back shares, when there is a corporate action like a spinoff or merger, or when a compa
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by pmart123 8y ago
I'm sure there is a crazy world of high-end assassins given the incidents involving Jamal Khashoggi, Viktor Yushchenko, Alexander Litvinenko, etc. But from a business standpoint and morality aside, the "every person" assassin
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by pmart123 8y ago
Hdf5 files are good if the data is write once, and numeric unless things have changed over the last fives years. From my recollection, you can’t append data so you have to rewrite the whole table and text fields are fixed width.
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by pmart123 8y ago
I keep being more and more impressed with Apple to be honest. Whether it is desktop UX, phone touch UI, laptop trackpads, or even how seamless Apple Pay/FaceId works, most of what they push stands up to the test of time relative to the
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by pmart123 8y ago
>>> But I feel like people in beach communities around the Bay Area would struggle with the idea that they're just as remote as hicks in rural Iowa. Well, that made me laugh a bit, and it helped me frame why someone in a rural
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by pmart123 8y ago
This is very well said and a great point. A lot of this relates to random access and which has an O(1) lookup. “Play season 2, episode 3” could be better as voice versus “if you want to reach reception, dial 1” is much better as an interfac
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by pmart123 8y ago
I am skeptical when technologists say voice assisted systems will become the dominant interface at least in countries with a high rate of literacy. I just look at TV vs radio, texting versus calling, or audio books versus written content. I
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by pmart123 8y ago
There probably is a strong distinction in Microsoft's decline in Windows/Explorer use versus a potential decline in Facebook. Since Facebook is network-based, losing users and engagement could have a much steeper multiplier effect
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by pmart123 8y ago
For me, it'a less about the accuracy of his predictions, and more about his intellectual smugness rubbing me the wrong way. He has no problem with the hypocrisy of attacking Nate Silver over some supposed weaknesses in his election pre
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by pmart123 8y ago
I liked the first chapter of "Fooled by Randomness," but I stopped reading the book when each chapter regurgitated the same points, each more nihilistic than the last. Perhaps Taleb should concentrate on the accuracy of his own pr
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by pmart123 8y ago
The mass promotion of the Chase Sapphire card coincidentally corresponded with the roll out of Apple Pay. Perhaps this could have been complete luck, but part of me wonders whether JP Morgan isn't given enough credit for this given its
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by pmart123 8y ago
Apple actually does have a quasi hedge fund to manage its cash position: https://qz.com/393093/the-mysterious-fund-in-the-desert-that... Too much cash can also lead to behavioral finance issues down the road as well su
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by pmart123 8y ago
This happened to me too, but at work haha. One thing that I always appreciated about Barkley growing up was his ability to be sincere and relatable; he speaks from the heart.
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by pmart123 8y ago
I get your rationale, but you have to remember that this hypothetical company would probably generate a fair amount of cash. The question then becomes, what do they do with that cash? Say a company has a steady state $10B revenue, $2B profi
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by pmart123 8y ago
Assuming an investor owns the stock in a taxable account, dividends are taxed at ordinary income whereas if the stock appreciates due to stock buybacks, it could be taxable as a long-term gain (if held for more than a year). https:/&#
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by pmart123 8y ago
Companies with low growth have a few options (assuming strong cash flow). 1. Distribute cash back to shareholders via buybacks or dividends 2. Increase R&D spending on new initiatives 3. Acquisitions Buybacks are at least much more tax

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