pmart123

16 ms·

121.
by pmart123 7y ago
Reading his bullet points, I am not sure why the correlation between daily stock market returns and air quality supports the argument that air pollution reduces IQ.
122.
by pmart123 7y ago
In some ways, they could be not only a driver of innovation, but profit off of it. For instance, the initial idea of spearheading Waymo makes sense to me: self-driving cars lead to more search queries and YouTube video views when someone is
123.
by pmart123 7y ago
Right now, it seems like none of the big guys provide interoperability on their password managers by design. Apple's works great for apps and Safari, but won't work on Chrome, Google only works on Chrome, Microsoft's doesn&#x
124.
by pmart123 7y ago
They’ve become the ultimate rent seeker, which wants me to believe it is signaling their demise in the near-term, but it probably means the opposite, they have the ability to leverage their monopoly.
125.
by pmart123 7y ago
You could say the same thing about Google and Facebook versus Twitter or Snapchat. Whatever strategies they did find and implement likely worked or were massively improved upon using the historic data the firm had on how to position quotes,
126.
by pmart123 7y ago
I believe the newer funds were created well after the original fund and were designed from inception to have a larger trading window. I’m sure you could commit fraud front running rebalances, etc, but not to the tune of $6B a year.
127.
by pmart123 7y ago
Well, it does in some ways. It makes it easier to pay employees in stock, which could be seen as an operating expense. A company could issue equity for financing at high prices like Shopify and Twilio did recently. Debt to equity is also us
128.
by pmart123 7y ago
Cable subs are going one direction, so it’s probably better to think about the other alternative mediums. These would be streaming services like Hulu, YouTube, Roku, digital billboards, and digital ad impressions through ad exchanges. All o
129.
by pmart123 7y ago
You can still target ads based on the type of show, time of day, and billboard location. I still don't believe you could have grad students look at every political ad, especially across all local elections. While the content of the ad
130.
by pmart123 7y ago
Yes, exactly. This is at least granular enough to see location, gender, type of message, etc. previously with TV or old media, we couldn’t access who politicians were targeting with ads. Now we can. I don’t see how this isn’t an improvement
131.
by pmart123 7y ago
The cream should eventually rise to the top. Political ads are now archived for anyone to scrutinize. If a politician kept releasing ridiculous ads, voters and the general public would likely know about the existence at least. Censoring ads
132.
by pmart123 7y ago
Don’t worry, each one will wrote the opposing headline tomorrow to close the loop.
133.
by pmart123 7y ago
I have no view on Tesla's stock or Ark for that matter, but Tesla was a 12.5% position on 9/30 for them, and and 11% position for them as of yesterday. Even if they think Tesla could go to $2000/share, it doesn't make se
134.
by pmart123 7y ago
Most medium size companies still would be using a data center provider today to handle the server/hardware maintenance and security. I think it comes down more to how likely is a workload going to change or interact with cloud services
135.
by pmart123 7y ago
I think it would be hard to prove anything outside out of gross incompetence. If he buys a Florida home and uses it as his primary residence, he would be able to keep the house even during bankruptcy. So he could buy the $40M, declare bankr
136.
by pmart123 7y ago
At this point, he should really be looking to add a property in Florida before it is too late.
137.
by pmart123 7y ago
When you are more charismatic than the actor sitting next to you... I love Ashton's response to why he isn't invested in WeWork though.
138.
by pmart123 7y ago
Having the US government act on citizen’s behalf would not be the mainstream view. If people felt that Tencent stood remove or reprimand the one executive who was out of line, they would be vocal in the press or with their wallets. I think
139.
by pmart123 7y ago
I discern this situation is slightly different. Let's say an incident around ICE caused protests and riots. After the riots continue, a major Tencent executive speaks out that he supported the riots comparing the ICE detention centers
140.
by pmart123 7y ago
I don't think that's the cynic in you. That likely is the truth (legal plus labor).
141.
by pmart123 7y ago
It can be a good way to find additional resources though. Asking questions or looking at posts often can yield many more interesting sources.
142.
by pmart123 7y ago
While the first part of your post is correct, they operate extremely differently.
143.
by pmart123 7y ago
Given your money is tied up for 10 plus years and there’s a lot of leverage involved, you need to have a much higher hurdle rate to want to invest. Say 3.50% or more after fees.
144.
by pmart123 7y ago
There are a few activist funds that definitely do claim that they help “fix” companies.
145.
by pmart123 7y ago
With LBOs, much of the outperformance is due to leverage. If you could lever up the s&p 500, say 25%, you’d likely get much better returns. Because PE firms don’t aggressively revalue assets, they don’t have to face margin calls the sam
146.
by pmart123 7y ago
Housing prices would likely fall in that scenario. In the early eighties, homes values were cheap, but mortgage rates were expensive.
147.
by pmart123 7y ago
They already dumped Nvidia for a loss I believe: https://www.cnbc.com/2019/02/06/softbank-vision-fund-sells-n...
148.
by pmart123 7y ago
Without reading the study, this would be my first assumption.
149.
by pmart123 7y ago
It’s reasonable to assume if they could have hit a button to demonstrate profitable unit economics or profit in long running spaces, they would have amended the S-1 to show this as the IPO valuation was collapsing.
150.
by pmart123 7y ago
Right now, it still falls under the typical cable bundle pricing. However, there is definitely a finite supply of good actors, writers, and directors in Hollywood (demonstrated by the quality of recent releases). Netflix is also competing w

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