soniman

16 ms·

121.
by soniman 6y ago
There have been other cases like this, right? I can't think of them right now but powerful people get obsessed with anonymous message board commenters and then go on a rampage. Musk has called people at home and where they work. Back i
122.
by soniman 6y ago
Finally somebody makes some sense. I have an even lazier system, I type a search into bing like "bizidea - hydroponic urban farming" and save it to bookmarks and when search "bizidea" there are all the billion dollar ide
123.
by soniman 6y ago
Linkedin is literally used a little by a lot of people.
124.
by soniman 6y ago
Did a mainframe write this?
125.
by soniman 6y ago
Uber 10-K has operating lease payments in 2019 of $196M and in 2020 of $216M. That's not all data centers but a lot of it is data centers.
126.
by soniman 6y ago
How is this not at the top of HN? This is hilarious. "Just average all the runs and call it stochastic, nobody will notice that we can't reproduce the results"!
127.
by soniman 6y ago
AirBNB raised $1B and Stripe $600M. Just a guess but terms would've been MUCH better if they'd done it in the stock market. Really puzzling why they didn't go public when markets were ripe, now YC is paying the price.
128.
by soniman 6y ago
This raises the question, why didn't AirBNB and Stripe go public when the market was ready? Looks like the strategy of staying private for longer isn't really working out for anybody.
129.
by soniman 7y ago
The problem is too many "national champions." Korea alone has two auto companies (Hyundai and Kia). France (Peugeot, Citroeb, Renault) and Italy (Fiat) have their own car companies, even though neither country is known as manufact
130.
What Did the People in Hidden Figures Do?(philip.greenspun.com)
1 points by soniman 7y ago|1 comments
131.
by soniman 7y ago
What is "legal" scale? He just says "and then there's legal scale" and doesn't define it.
132.
by soniman 7y ago
He's the next Robert Krulwich!
133.
by soniman 7y ago
If Grant is not on NPR or PBS within five years I would be very surprised. He has a very distinctive voice. I find it kind of annoying but it's one of those voices that as soon as you hear it you know who it is.
134.
by soniman 7y ago
What's called "entitlement tilt."
135.
by soniman 7y ago
He succeeded.
136.
by soniman 7y ago
His rude responses to questions aren't as adorable as he thinks.
137.
by soniman 7y ago
My point was that a quant manager can at least point to a strategy that's been backtested. The non-quant manager, who doesn't have a method, can't point to any test of his method. I agree with you that there are talented non-
138.
by soniman 7y ago
Even granting that not everything can be measured quantitatively, how would I identify these talented non-quantitative investors?
139.
by soniman 7y ago
I agree that learning how to read a financial statement is valuable, but you might want to look further than just "is this company making an acccounting profit." Uber's core business is highly profitable, that's why it&#
140.
by soniman 7y ago
Many of these are memoirs, the books by Eggers, Finnegan and Carr, for instance. I don't really think of a memoir as non-fiction because it's from a first-person perspective. It would be better to separate out the memoirs from the
141.
by soniman 7y ago
Are you kidding? Saint Simons is a GENIUS. That's why Medallion fund made 60%+ CAGR for 30 years. Of course, that figure simply captures the return from all of the best cherrypicked strategies. If that figure were real, Simons would ow
142.
by soniman 7y ago
Does any billionaire get better press than Simons? Meanwhile, there was a senate hearing and report about his tax fraud. Rentech was basically an unregulated market maker. How often does the senate hold a hearing on a billionaires massive t
143.
by soniman 7y ago
If Amazon losing this deal makes US oligarchs think twice about getting involved in politics, it's probably a good thing.
144.
by soniman 7y ago
This has all happened before. The proto-WeWork was called HQGlobal and the firm behind it was Frontline Capital. The whole thing unraveled in the 2000 bust as the tenants all went out of business and canceled their leases at the same time.
145.
by soniman 7y ago
There's a distinction between bank loans and debt. Bank loans can be called by the bank if you no longer meet their loan terms, so loans are much riskier for the borrower than debt. Debt is less risky but usually more expensive.
146.
by soniman 7y ago
It's not at all surprising that low-wage assembly jobs aren't going to attract the best talent in a high-wage country. Also not surprising that low-margin manufactured goods are made in a low-wage, not high-wage, country.
147.
by soniman 7y ago
A good joke to make the same point: How many psychologists does it take to change a lightbulb? Just one, but only if the lightbulb is willing to change.
148.
by soniman 7y ago
It's 64 bits. The rate of information is measured in bits, and so 64 was the closest binary (2^6) denominator to 39.15 bits/sec.
149.
by soniman 7y ago
39.15/64 = phi
150.
by soniman 7y ago
Probably not but a lot has changed.

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